About
As Chief Investment Officer, Don is responsible for setting the strategic direction of…
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July marked 26 years for me at Dimensional. With long tenures not nearly as common today as they used to be, I’m proud to have spent the majority of…
July marked 26 years for me at Dimensional. With long tenures not nearly as common today as they used to be, I’m proud to have spent the majority of…
Liked by Donald Calcagni
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Awesome article from my friend and colleague David Simpson, CFA, CFP®. Reducing risk from employer stock or other forms of concentrated positions…
Awesome article from my friend and colleague David Simpson, CFA, CFP®. Reducing risk from employer stock or other forms of concentrated positions…
Liked by Donald Calcagni
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Are you interested in learning about tax loss harvesting but not sure where to start? My colleague, Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM,…
Are you interested in learning about tax loss harvesting but not sure where to start? My colleague, Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM,…
Liked by Donald Calcagni
Experience
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Education
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Activities and Societies: University Honors Program
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Licenses & Certifications
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Certificate in Blockchain and Digital Assets
Digital Assets Council of Financial Professionals
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Qualified Pension Administrator (QPA)
American Society of Pension Professionals and Actuaries
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Volunteer Experience
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Board Member & Finance Committee Chair
Lock Haven University Foundation
- Present 2 years 3 months
Education
Finance & Strategic Planning Sub-Committees
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Advisory Board Member, Department of Finance & Economics
Widener University
- Present 11 years 8 months
Education
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Editor
Journal of Financial Services Professionals
- Present 13 years 8 months
Education
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Spanish Translator - Rural Village Medical Team
Faith in Practice
- Present 11 years 7 months
Children
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Spanish Translator - Rural Village Medical Team
Faith in Practice
- Present 12 years 7 months
Children
More activity by Donald
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🌟 Intern Spotlight Meet Sasha Fridlyand, one of the outstanding interns in our Financial Planning Group. Sasha supports our financial planners by…
🌟 Intern Spotlight Meet Sasha Fridlyand, one of the outstanding interns in our Financial Planning Group. Sasha supports our financial planners by…
Liked by Donald Calcagni
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It's always a blast spending 36 hours with my work bestie! 🎉 If you've been following along, you know we have a knack for showing up in matching…
It's always a blast spending 36 hours with my work bestie! 🎉 If you've been following along, you know we have a knack for showing up in matching…
Liked by Donald Calcagni
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Our Chief Investment Officer Donald Calcagni sat down with ThinkAdvisor to share his outlook for the second half of the year. Three hot takes: 1️⃣…
Our Chief Investment Officer Donald Calcagni sat down with ThinkAdvisor to share his outlook for the second half of the year. Three hot takes: 1️⃣…
Liked by Donald Calcagni
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We are thrilled to announce founding members, ambassadors, and current board of directors Mary Carter and Kalita Blessing, CFP®, CAP®, AEP®, CSRIC…
We are thrilled to announce founding members, ambassadors, and current board of directors Mary Carter and Kalita Blessing, CFP®, CAP®, AEP®, CSRIC…
Liked by Donald Calcagni
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Check out some of the top summer photos from the Penn State Today Summer Photo Contest! 😎📸 #WeAre https://ow.ly/u2fE50SIbHI
Check out some of the top summer photos from the Penn State Today Summer Photo Contest! 😎📸 #WeAre https://ow.ly/u2fE50SIbHI
Liked by Donald Calcagni
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Dimensional Japan hosted an investment conference at the historic Kobe Club, which was founded in 1869. Presenters included economist Jesper Koll and…
Dimensional Japan hosted an investment conference at the historic Kobe Club, which was founded in 1869. Presenters included economist Jesper Koll and…
Liked by Donald Calcagni
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Are you meeting the estate planning needs of your clients? My team offers estate planning services through in-house strategists who collaborate with…
Are you meeting the estate planning needs of your clients? My team offers estate planning services through in-house strategists who collaborate with…
Liked by Donald Calcagni
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I am excited to announce that I am now a CERTIFIED FINANCIAL PLANNER™️ professional! It has been a long journey and I want to give a big thanks to…
I am excited to announce that I am now a CERTIFIED FINANCIAL PLANNER™️ professional! It has been a long journey and I want to give a big thanks to…
Liked by Donald Calcagni
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Buy low, sell high! But when tech stocks surge and dominate your portfolio, is it time to diversify? Here are our thoughts:
Buy low, sell high! But when tech stocks surge and dominate your portfolio, is it time to diversify? Here are our thoughts:
Liked by Donald Calcagni
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Dimensional Founder and Chairman David Booth recently contributed an op-ed to Fortune about the role uncertainty can play in investment success…
Dimensional Founder and Chairman David Booth recently contributed an op-ed to Fortune about the role uncertainty can play in investment success…
Liked by Donald Calcagni
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POV: Stuck at the airport until 2:00 AM Life doesn’t always go as planned, but sometimes those unexpected moments can lead to new opportunities. 🚀…
POV: Stuck at the airport until 2:00 AM Life doesn’t always go as planned, but sometimes those unexpected moments can lead to new opportunities. 🚀…
Liked by Donald Calcagni
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Today marks the 20th anniversary of my wife’s store, bluebird boutique. Over the past two decades she, her partner Sacha, and their store manager…
Today marks the 20th anniversary of my wife’s store, bluebird boutique. Over the past two decades she, her partner Sacha, and their store manager…
Liked by Donald Calcagni
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Grow your independent advisory firm with our latest innovation for the modern RIA. Available now through Goldman Sachs Advisor Solutions.
Grow your independent advisory firm with our latest innovation for the modern RIA. Available now through Goldman Sachs Advisor Solutions.
Liked by Donald Calcagni
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One of the many reasons why Mercer Advisors is a great place to work! Leadership matters and it's an honor to have someone like Dave Welling leading…
One of the many reasons why Mercer Advisors is a great place to work! Leadership matters and it's an honor to have someone like Dave Welling leading…
Liked by Donald Calcagni
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