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Welcome to the Peaceful Wealth Radio Hour for Saturday, June 20, 2009.  In today’s show, R. Scott Maxwell, MBA and wealth and income solutions expert at Talis Advisors and Brent Everett, Chief Investment Officer at Talis Advisors:

1. Introduce listeners to Dimensional Fund Advisors (DFA), an exclusive and perhaps wisest fund family you’ve probably never hear of but should know everything about to design elegant investment portfolios
2. Uncover the philosophy, strategy and methodology Talis Advisors and DFA employs to maximize potential returns, manage risks, mitigate taxes and minimize costs in order to best serve client’s best interests.
3. Name the powerful brain trust behind DFA.  Investors who have access to DFA funds through Talis Advisors enlist the wisdom of the most influential minds in financial economics, including Dr. Gene Fama, Dr. Kenneth French, David Booth, Rex Sinquefield, Dr. Roger Ibbotson, Dr. Robert Merton and Dr. Myron Scholes; a who’s who team of profound expertise from the world’s leading universities including Chicago, Harvard, Yale, Dartmouth and Stanford.
4. Explain why DFA is so exclusive and the tangible benefits exclusivity offers investors who are able to own a Talis Advisors portfolio designed using DFA asset class institutional funds.
5. Expose portfolio design truths the commission based brokerage sales machine does not want you to know.
6. Define the Fama/French 3-Factor model and the historic higher returns available to investors who owned an elegantly designed portfolio based on the principles of modern finance
7. Teach the 3 critical components of portfolio design and name the asset classes ideally suited to crafting a globally diversified portfolio
8. Review how our Peaceful Wealth Safety and Opportunity emphasis enables clients to manage risk, maintain purchasing power and guarantee a lifetime of income in retirement
9. List the 5 essential elements required to maximize the benefits of fixed income within a portfolio and explain why these essential elements resulted in Investment News ranking DFA as the #1 fixed income fund family for 2008
   
10. Invite listeners to register today for a Peaceful Wealth Workshop from Noon to 1:00 on either Wednesday, July 1 or Thursday, July 2 to learn and understand how to design a portfolio. Join Scott and Brent for a fun and enjoyable free lunch and leave with a thorough understanding of how markets work, how to build a portfolio suited to personal goals and individual comfort and a customized personal risk evaluation to guide your portfolio design.   Ideally suited for those still growing their wealth, approaching retirement or in retirement, the Peaceful Wealth Workshop will equip you with the knowledge you need to chart your path to Peaceful Wealth.

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