There is a wealth of academic research into what really drives higher expected returns. Simply put, expected returns = current market prices + expecte...
Recently, growth stocks have enjoyed a run of outperformance vs. their value counterparts. But while disappointing periods emerge from time to time, t...
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? T...
What’s going on in the market when stocks and the economy diverge? It can be puzzling when a bleak economic report emerges from the press, only to be...
This is a good time to check in with valuation ratios. These have been challenging times for value stocks. Performance divergence has resulted in a s...
With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle....
Earning dividends aren’t the only way a stock investor can generate income. Investors often see earning dividends as a way to grow income. But divide...
The first two decades of the 21st century have reinforced important lessons for long-term investors. Holding a broadly diversified portfolio can help...
Market volatility can be nerve-racking for investors. Reacting emotionally and changing long-term investment strategies in response to short-term decl...