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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? (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? (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
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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DFA founder on the Value of Flexibility
We’ve long known that flexibility adds value. My colleagues Bob Merton and Myron Scholes became Nobel laureates for their work on option pricing. The option to act when beneficial is worth something...
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The More Things Change
“If there is a unifying theme to all this, it is that investors big and small showed no fear of risk-taking to start 2021. In fact, they embraced it.” – Wall Street Journal
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Ideal Investment Portfolio Management: Principle 10 in Evidence-Based Investing
We wrap our 10-part series on the principles of evidence-based investing with how a fiduciary financial advisor can add value to your investment portfolio management. Most importantly, by combining financial
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Six Hacks for Maintaining Investment Discipline: Principle 9 in Evidence-Based Investing
Investment discipline is all about being able to see past the daily market distractions to maintain a long-term perspective. A big challenge here is knowing how to identify and ignore your own emotional
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The Bumpy Road to the Market’s Long-Term Average
Since 1926, the US stock market has rewarded investors with an average annual return of about 10% – the market’s long term average. But it’s important to remember that returns in any given
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