Margo

Margo has been retired for the past 10 years.  She gets the most out of life and enjoys serving on the Board of Directors of Keeler Tavern Museum.  This volunteer position includes managing the Gift Shop, Co-Chairman of the Antiques and Treasures Sale and is the...

DFA Continues Cutting Edge Academic Research

One of the main reasons we have chosen to utilize DFA (Dimensional Fund Advisors) as our primary investment/mutual fund strategy is their scientific approach based on ongoing academic research.  Below is an excerpt of their newest “dimension” of investing.  We look...