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Talis Advisors offers wealth management services and investment advice based on Nobel Prize winning research. We maintain a continuous focus on the latest academic research related to capital market behavior and apply that research to the practical world of investing. As a fee-only Registered Investment Advisor there is never a conflict of interest with our clients. As a fiduciary to our clients, it is our duty, legally and ethically, to serve our clients best interest first – always.
Our multi-disciplinary team includes CPAs, AICPA-PFS/CFP®s, asset managers, insurance experts, and attorneys with many years of experience in wealth management, including comprehensive financial planning, portfolio management, risk management, estate planning, tax minimization, employee benefits, and business services.
“You should fire your broker and find an investment
advisor. Brokerage firms would like you to think that they perform the
same function as investment advisors. Many brokers call themselves
‘financial consultants’ or ‘financial advisors’. But they are not the
same as independent investment advisors… an investment advisor’s
fiduciary duty is on a higher plane, like that of a lawyer, a trustee,
or the executor of an estate.” - Arthur Levitt, former SEC Chairman
Scott and Brent have been named as Five Star Wealth Managers by Texas Monthly again in 2011. Bob, Brent, Scott, and Dave are in D Magazine's October 2010 issue list of the top wealth managers in Dallas - Fort Worth. Visit our awards page here to learn more.
Visit the Fama French Forum sponsored by Dimensional Fund Advisors. The forum includes observations, opinion, and research from financial economists Eugene Fama and Kenneth French. From the American Finance Association's "Masters in Finance" video series, Eugene F. Fama presents a brief history of the efficient market theory. The lecture was recorded at the University of Chicago in October 2008 with an introduction by John Cochrane.
 Should equity investors be alarmed by the prospect of greater government intervention in the US economy? In the presentation Government Intervention and Stock Returns, DFA's Weston Wellington looks at examples of US intervention in the past and examines the record of stock returns around the world over the last thirty-nine years. The evidence suggests that government intervention is just one factor among many affecting stock returns, and that an above-average degree of intervention is not necessarily associated with below-average returns.
 Click here to access the Talis Q4 2011 Quarterly Investment Review in the Library section of our website. The review contains a discussion of market performance for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios.
 Behavioral Biases and Investment Implications reviews the research that indicates that that humans are not naturally wired for prudent, long-term investing. Scott Bosworth, Vice President and Regional Director at DFA, describes common forms of behavioral bias and discusses how these biases influence investment decision making. He also explains how knowledge and discipline can help investors control their instincts for a better investment outcome.
Dimensional Stories: People Putting Ideas Into Practice is a multipart series in which the people of Dimensional Fund Advisors reflect on the values, events, and decisions that defined the firm and inspired a better way to invest around the world.
Our 2011 SEC Form ADV Part 2A is now available on the SEC's Investment Advisor Public Disclosure website. The new Form ADV Part 2A is significantly expanded and is now written in plain English, per the Dodd-Frank Wall Street Reform and Consumer Protection Act. If you are a client or are considering becoming a client, we strongly suggest that you read it in its entirety.
A Comparison of Strategic Asset Allocation Portfolio Performance to Mutual Fund Tactical Asset Allocation Performance - Updated through December 2010 is now available. In this paper, we conduct a comparison of a globally diversified strategic asset allocation portfolio to diversified tactical asset allocation portfolios using load-adjusted 10-year annualized return and the Sharpe Ratio.
In Managing Inflation Risk, we discuss how more investors have shifted their concern from weathering the financial crisis to anticipating the inflationary effects of rising federal spending and debt. Many people are asking how they can prepare for potentially higher inflation. This article explores two basic ways to address inflation uncertainty and highlights asset groups that may prove useful.
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