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Below is a link to download our whitepaper that analyzes both the financial and intangible benefits – and drawbacks – of homeownership. Editorial Note: This paper was published by the Association for Financial Counseling & Planning Education (AFCPE) in their 2nd Quarter 2017 Newsletter (Link). Executive Summary: A house is the largest asset that most…

Earlier this week, we emailed our clients to discuss how the election results should (or should not) affect their investment plans. Figuring that others might appreciate our viewpoint, below is the entirety of that email. Dear clients and friends, Much has already been written about the results of the election. We won’t add to the chorus by…

It’s not often that the media makes any mention of the low-cost, transparent investment philosophy that we care so deeply about. Which isn’t surprising, because it’s boring. So when someone as talented as John Oliver spends 21 minutes on the topic, it gets us (and those who share our tiny corner of the financial services industry) pretty…

When we launched Geometric, we made a commitment to only hire advisors who are as bright and capable as our clients. Given the professional and academic achievements of our clients, we are intentionally creating a very high hurdle. We believe that’s part of what sets us apart. With that in mind, I am thrilled to announce…

As a longtime passive investing geek, there is no company I hold in higher regard than Vanguard, and no businessperson I admire more than its founder John Bogle. A handwritten note from Mr. Bogle is framed above my desk. I am a proud “Boglehead.” So when I say that I prefer Dimensional Fund Advisors (“Dimensional”)…

If you’re reading this, some or all of the following likely describe you: Does that sound familiar? If so, we built Geometric Wealth Advisors for you. The firm was designed from the ground up to serve clients with your profile. Every decision we have made – the structure of our company, the academic and professional backgrounds…