Category Archives for Investing Resources

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Back to the Investment Basics (Part 3)

Our Marvelous MarketsIn our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock market returns

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Back to the Investment Basics (Part 2)

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying

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Back to the Investment Basics (Part 1)

There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever.

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Pursuing a Better Investment Experience (Part 5)

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market headlines and what you can control, let’s get started.   The First Point

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Pursuing a Better Investment Experience Part 4

Pursuing a Better Investment Experience (Part 4)

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market timing and emotions, let’s get started.   The First Point –

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Pursuing a Better Investment Experience (Part 3)

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market returns and diversification, let’s get started. The First Point

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Pursuing a Better Investment Experience Part 2

Pursuing a Better Investment Experience (Part 2)

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market performance facts, let’s get started. The First Point –

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Pursuing a Better Investment Experience (Part 1)

Pursuing a Better Investment Experience (Part 1)

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market facts, let’s get started. The First Point – Embrace Market

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Navigating Geopolitical Events

The recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility.

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You Want the Size, Value, and Profitability Premiums … But How?

You Want the Size, Value, and Profitability Premiums … But How?

Capturing the size, value, and profitability premiums in real-world portfolios requires expertise. Investors should be cautious about favoring one premium over another or one region over another based

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When It Comes to SMAs, How Do You Measure the Impact of Personalization?

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

Many investors want their portfolios to do more than just pursue reliable premiums. They may also want to seek tax efficiency; reflect their environmental, social, and governance (ESG) values; respect

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Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong

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Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors

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Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

The Federal Reserve has been suggesting rising rates should wane. We hope they’re right. But we also know the future remains uncharted. Nearly any outcome is possible, and none is inevitable. This means

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Recent headlines have been reporting a noticeable uptick in inflation. Superlatives like “best” and “worst” grab the most attention, so outlets have been abuzz with reports of how a 5% May consumer

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Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The prediction game may be a losing one for many investors, and each year there are published reports that highlight the difficulties conventional managers face.

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Why Investors Might Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these

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Key Questions for the Long-Term Investor

Focusing On What You Can Control Can Lead To A Better Investment Experience Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely

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Evidence-Based Investing: The Evidence on the Evidence

There’s a reason we refer to our strategy for building durable, long-term wealth as evidence-based investing. There are a number of other terms we could use instead: Structured (getting warm), low-cost

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Structured CDs: Buyer Beware!

Most investors are familiar with Certificates of Deposit (CDs). You purchase one, and the bank pays you a bit of interest on it, plus your principal back. They don’t yield much, but they’re nearly

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