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The Seven Roles of a Financial Advisor

The Seven Roles of a Financial Advisor

April 4, 2022 by Crestone Financial Advisors

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, … [Read more...] about The Seven Roles of a Financial Advisor

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Filed Under: Financial Planning

Dimensional’s Brad Steiman on The Fundamentals of Investing

Dimensional’s Brad Steiman on The Fundamentals of Investing

April 3, 2022 by Crestone Financial Advisors

Brad Steiman discusses investment strategies to stand the test of time. For more than a decade, I have had the privilege of hearing many colleagues discuss the fundamentals of investing in simple and … [Read more...] about Dimensional’s Brad Steiman on The Fundamentals of Investing

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Filed Under: Investing

Preserve Capital or Preserve Purchasing Power?

Preserve Capital or Preserve Purchasing Power?

April 3, 2022 by Crestone Financial Advisors

Thinking in Real Terms Since the onset of the financial crisis in late 2007, the Federal Reserve has used interest-rate cuts and other policy tools in an effort to fuel economic growth. Economists … [Read more...] about Preserve Capital or Preserve Purchasing Power?

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Filed Under: Investing

Dimensional’s Trading Advantage

Dimensional’s Trading Advantage

May 7, 2015 by Crestone Financial Advisors

View this video to learn about Dimensional's Trading Advantages … [Read more...] about Dimensional’s Trading Advantage

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Filed Under: Investing

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  • Dimensional’s Brad Steiman on The Fundamentals of Investing
  • Preserve Capital or Preserve Purchasing Power?

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Crestone Financial Advisors
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Crestone Financial Advisors, LLC (“Crestone”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Crestone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Crestone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Crestone and Dimensional Fund Advisors LP are unaffiliated entities.
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