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HAPPY Trust Company

“Our investment portfolio construction begins with the client and is a client-focused process throughout. That process is based on an investment philosophy with five main pillars: Capitalism works, Make decisions based on academic research, Diversify, Control expenses and Stay disciplined.

We implement this philosophy by partnering with Dimensional Fund Advisors and utilizing their passively managed institutional funds. Please take a look through our newsletters and videos as well as the articles and videos produced by Dimensional below for more information on our investment philosophy and process.”

Investment Articles

March 2018
Mind Over Model
DIMENSIONAL FUND ADVISORS
In the end, there is a difference between blindly following a model and using it judiciously to guide your decisions.
Read article

February 2018
Recent Market Volatility
DIMENSIONAL FUND ADVISORS
The increase in volatility in the stock market has resulted in renewed anxiety for many investors.
Read article

December 20, 2017
Tax Overhaul Report
Wolters Kluwer
The Tax Cuts and Jobs Act has been approved by Congress.
Read article

May 09, 2017
The Uncertainty Paradox
DIMENSIONAL FUND ADVISORS
Doubt is not a pleasant condition, but certainty is an absurd one.
Read article

March 12, 2017
Going Global
DIMENSIONAL FUND ADVISORS
To build a well-diversified portfolio, an investor has to look beyond any single country’s stock market and take a global approach.
Read article

January 13, 2017
A Look Back at 2016
WESTON WELLINGTON

DOWN TO THE WIRE
Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Dow Jones Industrial Average close out the year a whisker away from 20,000?
Read article

January 25, 2017
2016 Market Review
BRYAN HARRIS
ADVISOR BYLINE
In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns.
Read article

December 15, 2016
Prediction Season
DIMENSIONAL FUND ADVISORS
Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market.
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October 21, 2016
The Active-Passive Powerhouse
JASON ZWEIG
The fastest-growing major mutual-fund company in the U.S. isn't strictly an active or passive investor. It is both.
Read article

Videos

Tuning Out the Noise Video 
How much retirement is enough video 
Tuning Out the Noise How much retirement income
is enough?
How much do I need to save for retirement video Staying in the market video
How much do I need to save
for retirement?
Staying in the Market.
Models Video Part 1 Models Video Part 2
Models: Part 1  Models: Part 2
The origins of Dimensions video
 The origins of Dimensions.

**All products and services represented on this page are not FDIC-insured, are not guaranteed by this financial institution, are not obligations of this financial institution, and involve risk including possible loss of principal.