While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum consider...
Many investors want their portfolios to do more than just pursue reliable premiums. They may also want to seek tax efficiency; reflect their environme...
Yields reflect the aggregate expectations of all market participants, including opinions on how and when the Fed will act. And even if a crystal ball...
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 portf...
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 k...
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...
Many people struggle with emotional investing. That is, they find it difficult to make consistent, rational investment decisions, instead of reacting...
Why buy and hold a globally diversified portfolio instead of reacting to breaking news? Political, social, and economic headlines come and go. But you...
Attending to how markets work is important for you and your investment portfolio. Should you buy, sell, or hold tight? Before the news tempts you to j...
Some investors select mutual funds based on their past performance. Yet, past returns offer little insight into a fund’s future returns. For example,...
Wouldn’t it be great to hold only top selections in your investment portfolio, with no disappointments to detract from your success? Of course it woul...
Market pricing is about you, the market, and the prices you pay. When it comes to investing it helps to know what you’re facing. In this case, that’s...
