4695 Chabot Road
Financial Advice Driven By Knowledge, Not Products!
Anthony B. Carr, CPA, CFP®, MBA, can personally help you reach your financial goals with experience and expertise.
Adding Client Value
Adding value can be as much as keeping clients from making the wrong decisions as it is helping them make the right ones!
Always acting in our clients' best interests should never be a choice, it should be a must!
As an independent fiduciary planning firm, we are committed to providing complete objectivity and unbiased advice. Carr Wealth Management has served the Tri-Valley area with financial planning and investment management services.
Whether you are rolling over employer sponsored plans, transferring funds from elsewhere, opening up a brokerage account, or want financial planning service, we strive to build long-lasting relationships.
Advances in technology has provided an opportunity for individuals to gain access to helpful financial information at the click of a mouse. Please view the articles, videos, calculators, and slide shows that will hopefully help you identify your area of concern. You will have the option to forward us a question if the source of information does not adequately answer your question.
Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. Our firm has used almost exclusively DFA funds since 2002. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper.
“Dimensional is known for its roots in academic research on factor investing, particularly involving value investing, and its tendency to favor smaller companies that are highly profitable,” the outlet noted. “As such, the firm sidestepped the meltdown in mega cap growth names and companies with few, if any, profits.”
Barron’s also commented on how Dimensional keeps close tabs on equity premiums through daily price information. The firm’s managers watch for buying opportunities when growth stocks fall into value territory, and they also rely on factors such as momentum to help determine if it’s time to buy.
Dimensional is No. 17 on Barron’s “5-year Ranking” of fund families and No. 7 on its 10-year list, the longest time horizon included.
“While nobody can control markets, we can control how we harness them,” said Bryce Skaff, Co-Head of the firm’s Global Client Group. “We’ve taken a consistent approach to designing and managing investment portfolios for more than 40 years. We’ll continue to pursue long-term drivers of expected returns so we can work toward delivering reliable outcomes for our clients and investors.”
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Anthony B. Carr answers a few common questions that you may have regarding the company's philosophy and services.
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