In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Jake DeKinder, head of client communications at Dimensional Fund Advisors—an investment firm managing over $800B in assets and one of our key partners at Trust Company.
Jake brings his extensive background in education and finance to share valuable insights about:
- Why financial education is critical for making informed decisions
- The benefits of an evidence-based approach to investing
- The impact of social media on market behavior
- Why political beliefs shouldn’t dictate financial strategies
Jake stresses the importance of financial literacy and the need for a disciplined, long-term approach to investing. He explains why sticking to a clear strategy can yield better outcomes, even during market shifts. The conversation also touches on the recent volatility seen with companies like GameStop and AMC and how a patient, steady approach helps investors amid market uncertainty and political change.
Listen to this episode to learn more about staying disciplined and making informed financial decisions, regardless of market noise.
Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.
