Investors can no-longer rely on the “so-called value premium to continue in the future,” according to a recentMarketWatch article by Paul Merriman, author and founder of Merriman Wealth Management. While…
A Look at How the Largest Market-Cap Companies Have Changed
A recent article in Visual Capitalist reflects on how the make-up of the world’s largest companies has changed over the past twenty years through a series of charts and explains,…
Five Steps to Improve Investment Decision Making
A recent article in CFA Institute shares five steps that investors can take to mitigate emotional and cognitive biases and improve their decision-making process: 1. Acknowledge that emotional and cognitive biases…
A Better Use of Data in Emerging Market Investing
An article in Barron’s discusses how factor investing hasn’t taken on in emerging markets as much as in other asset classes, adding that “investors shouldn’t overlook the opportunities.” The article…
Investing Lessons from Vanguard
An article published on the Vanguard website earlier this month highlights takeaways from the 90-year history of the Vanguard Wellington Fund, the nation’s oldest mutual fund. The article, which describes…
Warren Buffett to Donate Berkshire Shares
Last month, the world’s fourth richest man continued his effort to give away over 99% of his fortune to charity by donating $3.6 billion in shares of Berkshire Hathaway, according…
Dan Loeb Pushed Sony to Spin Off Semiconductor Business
An article in Bloomberg reports that activist investor Dan Loeb, who disclosed a $1.5 billion stake in Sony Corp, is encouraging the company to make “dramatic” changes including spinning off…
What Investors Need to Know about Stock Price Targets
When preparing research reports on companies, Wall Street analysts work toward assigning price targets to shares—that is, where a stock is expected to be in a year—but a recent article…
The Danger of Judging Decisions by Their Outcomes
Judging the quality of your decisions can be one of the most challenging aspects of investing. The process can seem simple on the surface because every investing decision you make…
Factor Returns and Trading Costs
A recent article in Advisor Perspectives by BAM Alliance’s Larry Swedroe offers a list of criteria investors should consider when choosing a factor-based strategy. According to the article, “The factor…