The pandemic, while awful for millions who have lost their jobs, has been “surprisingly good” for stock investors. This according to a recent article in Yahoo Finance. The article reports…
Big Tech Won’t Protect You from Inflation
Although over the past decade a balanced, 60/40 portfolio has been considered an “effortless winner” for investors, a recent Bloomberg article says “now we live in extraordinary times that demand…
Covid-19 Vaccine Approval Could Upend Markets, Says Goldman
A successful coronavirus vaccine could spark a sell-off of bonds and a rotation out of tech and into cyclical stocks, says Goldman. This according to a recent article in Bloomberg.…
Making Sense of the Disconnect Between the Stock Market and the Economy
We are currently in one of the most difficult economic environments many of us will see if our lifetimes. Even though the unemployment rate has fallen from its high of…
A Customized Stock Portfolio for Every Investor
An investing innovation called “direct indexing”—in which investors use customized indexes that consider certain strategic priorities for portfolios— is getting attention from affluent investors and is likely to spread to…
Expect a Biden Stock Boom
A recent article in The Wall Street Journal suggests that if Joe Biden is elected president, the stock market could react with a 10% dip, but that over a four-year…
Rob Arnott Talks Bubbles and Separating Plausible from Possible
In a recent interview on the Bloomberg What Goes Up podcast, Research Affiliates co-founder Rob Arnott talks about today’s market conditions and shares insights on navigating bubble territory. Here are…
Excess Returns, Ep. 38: Four Reasons Value Investing Might Not be Dead Yet
Value investors have fallen on difficult times in the most recent decade. Value’s extended underperformance has led many to question whether the strategy still works or if it is broken…
The Pros and Cons of Direct Indexing
ETFs have been the fastest growing product in the asset management industry. Since 2003, their assets have increased by over 30 times and currently stand above $5 trillion. And that…
Jeremy Siegel: We’re Headed for a Spending Spree in 2021
In a recent interview with CNBC, Wharton finance professor Jeremy Siegel predicted that a spending spree might be on the horizon for 2021. Siegel described the 35% increase in the…