Building Your Wealth Bridge
If your CPA, attorney, advisor, and insurance professional aren’t talking to each other, you don’t have a plan. You have a collection of opinions.
We fix that, and here's why:
💬 𝐖𝐡𝐚𝐭 We 𝐎𝐟𝐭𝐞𝐧 𝐇𝐞𝐚𝐫 𝐅𝐫𝐨𝐦 𝐭𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡𝐲
“My advisor never talks about taxes, estate planning, or insurance.”
“I’m worried my kids won’t be able to handle this wealth.”
“My advisor doesn’t coordinate with my accountant or attorney.”
“We only discuss investments, but never my business or bigger goals.”
🔍 𝐖𝐡𝐲 𝐓𝐡𝐚𝐭’𝐬 𝐚 𝐏𝐫𝐨𝐛𝐥𝐞𝐦
Each statement reflects a service gap that leaves affluent families exposed.
The more wealth you have, the more you need advanced tax strategies, creative estate planning, and protective measures (insurance, cybersecurity) that work together, not in silos.
🌉 𝐎𝐮𝐫 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: 𝐓𝐡𝐞 𝐏𝐥𝐚𝐧𝐤-𝐁𝐲-𝐏𝐥𝐚𝐧𝐤 𝐏𝐫𝐨𝐜𝐞𝐬𝐬™
Since 1980, McCabe & Associates, Inc. has studied the specific needs of 500+ wealthy families and developed a coordinated framework we call the Plank-by-Plank Process™.
This approach blends technology, experience, and collaboration to give families one clear benefit:
➡️ Confidence that McCabe can be their first phone call on any financial matter.
We help families simplify complex decisions so they can focus on what truly matters: their legacy and financial security. Our experience across 500+ families has shown that coordinated planning adds measurable confidence and clarity at every stage.
➡️ 𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲𝗱 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴?
If you’re a widow, business owner, or multi-generational family seeking coordinated planning, visit our website at tcmccabe.com.
McCabe & Associates, Inc
9480 Enterprise Dr., Suite 1
Mokena, Illinois 60448-8690
708-479-7755
708-479-7766 Fax
Registered Representative of and securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Partners, a Registered Investment Adviser. Cetera Wealth Services, LLC, AdvisorNet, and McCabe & Associates are not affiliated companies.”
Building Your Wealth Bridge
The Science of Investing with Dimensional Fund Advisors
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In this episode of the “Building Your Wealth Bridge” podcast, Zachary B. Morgan, CFA, CFP, welcomes Scott Bosworth, Head of the Speakers Bureau at Dimensional Fund Advisors (DFA), for a behind-the-scenes look at Dimensional’s investment philosophy and history. Scott shares his nearly 30-year journey at Dimensional and explains why the firm has historically focused on working through professional advisors rather than direct-to-consumer marketing.
The conversation also explores how Dimensional’s roots in academic research and evidence-based investing shaped its approach. An approach that differs from both traditional indexing and stock-picking active management.
The conversation includes a detailed discussion on the following topics:
• Who is Dimensional Fund Advisors? : Why do many clients see DFA on their statements but may not recognize the name, and how DFA’s advisor-focused model fits into a broader evolution toward holistic financial advice.
• Dimensional’s Origins & the Indexing Story: A discussion of early index investing work (including the Wells Fargo era), the “Tune Out the Noise” documentary, and how Dimensional’s approach evolved beyond traditional index replication.
• Indexing vs. Active vs. Dimensional’s Approach: How Scott frames the differences using a “prices, premiums, process” lens, and why Dimensional seeks to embrace market prices rather than ignore or disagree with them.
• Implementation Matters: Why index reconstitutions can create trading challenges, and how Dimensional’s flexible and patient trading approach aims to improve execution and reduce costs.
• The Role of Academic Research: Dimensional’s deep ties to University of Chicago finance research and how ongoing academic collaboration helps inform portfolio design and refinement.
As always, please send our team any questions or topics you’d like us to cover in a future episode.
We hope this finds you well.
Scott Bosworth is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Scott Bosworth is in no way related to Cetera Wealth Services, LLC, or its registered representatives.
Zachary B. Morgan, CFA, CFP, 9480 Enterprise Drive, Suite 1
Mokena, IL 60448-8321, 708.479.7755.
Securities offered through Cetera Wealth Service, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Partners, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC, exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.