Dimensional Webcast • Aire YouTube Channel • Corporate Cash Management • AIRE In The Media
Monthly AIRE Perspectives – May 2023
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month. We have more content than usual this month, but this may be our most important and informative MAP yet, so please be sure to read this month’s content!
Last Chance to Register! An Exclusive AIRE Advisors Webcast at Dimensional Fund Advisors: This Tuesday, May 16th at 1pm PT / 4pm ET
After our most recent annual research project that culminated in February, we added a few ETFs from Dimensional Fund Advisors (DFA) to our portfolios. Dimensional, a premier global investment firm managing over $550 billion in assets for institutional investors and clients of select financial advisors, is an interesting fund family with roots in the efficient market hypothesis, similar to our own market views at AIRE. Accordingly, we wanted to introduce you to Dimensional and provide a deeper dive into what they are about and their research, which stems from financial science.
On Tuesday, May 16th, our clients and their friends are invited to join an exclusive webcast offering a look at various investment topics and current top-of-mind investor issues. This is a valuable opportunity for you to hear from a senior investment professional at Dimensional who will offer some unique perspectives and answer your questions directly during the event. Apollo D. Lupescu, PhD is a highly regarded speaker and Vice President at Dimensional Fund Advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors with various level of financial acumen. You will hear unique insights on topics such as:
The evolution of investing and state-of-the-art strategies
Investing best practices and myth-busting
Perspectives on recessions and the stock market
Fed interest rate changes and impact on the economy, stocks and bonds
Research and process at Dimensional
Bitcoin and cryptocurrency
Inflation considerations
The role of diversification in international, small cap and value stocks
And much more
The webcast will begin at 1pm PT. Questions from the web audience are encouraged throughout the session and will be answered by the speaker. For those of you who will not be able to attend the live event, we will tape the event and provide a replay for a limited time to clients only.
If you would like to join us for this exclusive event, please click here to register!
Our new YouTube channel is now live, featuring educational content and more. You can click here to go directly to our YouTube channel, and be sure to subscribe!
We have already posted our two most important videos on the site:
The Most Essential Lessons in Investing: Asset Allocation and Planning Versus Predicting is a presentation we have shown to all our clients in the past, but we recommending viewing this more than once, as we feel the message is both important and educational. If you have friends, family or acquaintances who may need an understanding of markets, or who may have had frustrating experiences in investing in the past, please feel free to show them this presentation.
The Essential Guide to Interest Rates and How Bonds Work is for those who are somewhat familiar with markets, but also want to get a better understanding of interest rates, bonds and income-bearing investments.
Are You Concerned About FDIC Coverage or Wish to Optimize Your Cash? Corporate Cash Management is Here
Given the recent concerns about banks and FDIC insurance, we wanted to highlight our corporate cash management capabilities. AIRE Advisors offers corporate cash management tailored to your needs, utilizing money market funds, US government securities, FDIC-insured CDs from hundreds of banks, and numerous additional high quality short-term instruments. We can also set up direct electronic funds transfers to and from your bank account, which only you control, to allow for a seamless cash management experience. Our fee-only structure for this service is set at only 0.23% for the first $3 million and 0.14% for all additional amounts. Contact us to discuss how we can help increase your yield and / or return your risk on your corporate cash.
AIRE Advisors Featured in Media
We are pleased to have recently been featured in a major industry podcast with Mindy Diamond, who is a widely-known and well-respected consultant, recruiter and mentor in the financial advisory business. You can click on the link below to get an inside glimpse into our thoughts and motivations from the start of our firm till now. We hope you will enjoy the listen.
Click Here to Watch The Mindy Diamond Podcast "From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth"
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.
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