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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. Unlike most advisors, we do not require long-term contracts or a large minimum account size.
Our multi-disciplinary team includes CPAs, CFP®s, asset managers, and attorneys with more than 100 years of experience in wealth management, including comprehensive financial planning, portfolio management, estate planning, tax minimization, employee benefits, and business services.
 Listen to the Peaceful Wealth Radio Hour with Scott Maxwell and Brent Everett every Saturday from noon to 1pm on CNN 1190 AM. Topics include investing, financial planning and insurance solutions designed to help you achieve Peaceful Wealth. Learn how capital markets work and the importance of working with a trusted advisor that puts your best interest first. Click here to listen to the live broadcast or access the archived shows here.
Visit the Fama French Forum sponsored by Dimensional Fund Advisors. The forum includes observations, opinion, research and links from financial economists Eugene Fama and Kenneth French. New - a discussion of the economic stimulus plan by three Chicago economists hosted by Nobel Laureate Myron Scholes.
 What Should Investors Do Now? is a multi-part presentation by Dimensional Fund Advisors Vice President Weston Wellington that addresses what investors should consider as they move forward. The videos include an examination of capital markets, the effects of recession and government policy on stock prices, how the current market stacks up to previous downturns, and the reasons why Dimensional's core beliefs have not changed in light of these events.
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“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.”
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| Arthur Levitt, Former SEC Chairman |
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