Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Weston Wellington
Weston has spent over thirty-five years in the investment industry, including sixteen with Dimensional. He works closely with financial advisors in the U.S., Canada, Europe, Australia and Latin America, showing them how a science-based “equilibrium” strategy is the most reliable way to both accumulate and preserve wealth. He also explains why most investors are unfamiliar with this approach and are unlikely to hear about it from the usual sources of advice.
Weston majored in history at Yale and began his career in the investment industry at Bache & Company in 1975. Prior to joining Dimensional in 1995, he was Director of Research at LPL Financial Services in Boston
The Lange Money Hour episodes with this guest:
Episode 107 – November 20, 2014
Active vs. Index Investing with guest Weston Wellington
Listen to MP3
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.