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July 2024

Tune Out the Noise

 

We’re excited to tell you about a new documentary from Dimensional titled 'Tune Out the Noise'. Dimensional engaged Academy Award-winning filmmaker Errol Morris to help make this film. It is about the birth of modern finance and its impact on money management and investing.


Told through the stories of 15 people who were involved, the film captures how finance became a science and challenged the traditional methods of investing. It chronicles how this shift led to the invention of index funds, the founding of Dimensional, and the evolution of client-focused advice—all of which have ultimately benefited investors around the world.


We believe the history and stories represented in this film are important to tell. Dimensional made this film for the professionals they work with who have often asked for more ways to share this story and approach. All of us have been part of a larger investment revolution that deserves to be captured in a compelling way and that can also be preserved and shared for years to come.


We’re inviting you to watch the documentary. It is a feature-length film with a running time of 88 minutes, and we recommend watching it at home on a television, especially with family and friends.


Website: Tune Out the Noise film

Access code: MARKETSWORK


Feel free to share the website and access code with your family and friends.


Also, available here is a "playbill" for the film that includes a short essay from Errol Morris describing how he thought about the story, a timeline on the history of modern finance, and an overview of the art collection featured prominently throughout the documentary.




Website: Lifetime Legacy Services

Writing my NEW book



This summer I am hard at work writing chapters for my NEW book. You may have already read the previous book "Investing 3.0". We haven't chosen the title for the new book, yet but we will announce it soon. My co-author, Wayne Wagner, was a key participant in the creation of the index fund. Over the next few months we will share details about the book, preview upcoming chapters with excerpts & ideas. Look for more information on my LinkedIn posts.


Want to be on the waiting list for the new book? Add your name here: Wait List


Speaking Engagement


Over the next few months, I am offering complimentary educational seminars with industry leaders for their clients or employees. A CPA firm we’ve engaged with recently has decided to utilize this opportunity as part of their ongoing education series for their clients. Join us in reviewing a presentation designed to help clients recognize the issues and feel confident with this strategy. Please let us know if you would like to arrange for a presentation or know others who want to expand what they know and provide to their clients.


Contact us: Presentation, Webinar, Speaking Engagement


 
Have you read my book? "Investing 3.0" by Rick Raybin

Rick Raybin, CEO & Founder

Rick Raybin, Managing Director of Lifetime Legacy Services, is a Certified Financial Planner™.


Lifetime Legacy Services (LLS) is an independent, fee-only financial planning and advisory firm that focuses on putting the needs of its clients above all else.


“This is my purpose in life.” – Rick Raybin


Rick has been providing financial advice since he began his career as a CPA. In 2006 he launched LLS as Lifetime Capital Group, a Registered Investment Advisor. In 2017, he published "Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It".


Rick is passionate about serving his clients well and pursuing excellence in everything he does – from work to developing educational content for investors to spending time with his family and loved ones.


About Rick Raybin

Rick Raybin

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