Purchase Workshop
Workshop:
Taming the Factor Zoo – Making Sense of Investment Risk Factors
Hosted by guest lecturer, Savina Rizova, PhD – Dimensional Fund Advisors’ Global Head of Research
The investing world is awash in “factors” that seek to explain the risk and reward relationships in the financial markets. From Momentum, to Quality, to Value, and Profitability, there are a lot of good stories to tell about these relationships. But how can you know which ones are useful? And which ones deserve a place in your portfolio?
Savina Rizova, Ph.D., (and on of Barrons’ 100 Most Influential Women in US Finance), will join us to answer these questions. She will help you understand how the dimensions of expected return work, how to evaluate whether a factor is likely to be useful in the future, and how to think through which risk factors you might want to include in your portfolio.
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Pay $295 one-time fee
EnrollAnd did we mention our staff?
Wade Pfau, Ph.D., Alex Murguia, Ph.D., and Bob French CFA® represent some of the leading minds in the industry.
What makes them unique, however, is not their ability to lead the research agenda for the financial planning profession (Wade Pfau), create a leading financial planning software platform for the industry (Bob), or blend the best of academic research and practical application within a wealth management firm (Alex)…
…What makes Wade, Alex, and Bob unique is their ability to distill the best that the science of financial planning has to offer and to present it to you in a very approachable and friendly manner.
Kind of like what your favorite teacher would do back in high school or college.
This is their passion.
And did we mention our staff?
How much of your time would it take you to organize, synthesize, and continually curate all of this information?
How much would it cost you to hire a professional to do it for you?
Retirement Researcher Academy provides the best of both of these worlds and then some because over time you will also be able to piggy-back off of the community of Retirement Researchers that are also part of the Academy.
This is their passion.
You no longer have to worry about:
Keeping up with the latest financial planning research
Understanding how new tax laws (or any other laws) affect your plan
How current investment markets may affect your portfolio
How to navigate the financial professional landscape
Doing something markedly different from other people in your situation
Which assets to prioritize so you can appropriately budget time for each one.
The order of operations in completing each component of an asset to eliminate confusion.
We make it easy
for you by:
Researching and curating the best financial planning practices in an easy to understandable format and in accordance with your retirement income style
Providing frequent opportunities for discussion among our members through various workshops and Q&A formats.
Creating downloadable and easy to understand resources (e.g., calculators) tailor-made to practical retirement income issues.
Benchmarking your situation to other similar like-minded Retirement Researchers in our members-only forum.
While there is always room for an advisor, we also believe that individuals like to access financial advice differently and at their own pace.
The delivery of financial advice is changing,
and we are at its forefront.
Joining the Retirement Researcher community is a great way to develop, maintain, and engage in your retirement income plan by yourself, with a helping hand, and with a community of other like-minded folks.
Join UsFrequently Asked Questions:
Once I sign up for my membership, what happens?Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval. Your initial fee will be charged at the end of your 7 day trial and your renewal date will be charged annually after that.
If you decide to sign up for our membership, you will have a 7 day FREE trial before you are charged the initial fee. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
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Who is this for?Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
Will I keep this price forever if I sign up now?Yes, Retirement Researcher Academy member, you will keep your annual membership price, as long as you do not cancel.
Do I need this if I have an advisor?What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.
Can I get a refund on my membership subscription?No, we are not offering refunds for membership subscriptions.
Can I join the membership site if I live outside the US?Sadly, the membership site is only available for purchase by individuals in the United States.
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