Following the 2008 financial crisis, investors clung to the idea that “there is no alternative” to stocks, as bond yields bottomed out and even dipped into the negative in Japan…
Market Reversal Puts A Spotlight on Small-Cap Stocks
As the wider market rally slows down, investors are pinning their hopes on small-cap stocks, pouring $4.2 billion into the U.S. mutual funds and ETFs that buy them, reports an…
How Citadel Claimed The Hedge Fund Crown
An integral part of Citadel’s drive to create an expansive commodities business was the team of scientists and analysts hired by the firm to track the weather, reports an article…
3 Reasons For Long-Term Investors To Be Optimistic
In spite of a dismal 2022—the worst year ever for bonds and the seventh worst for stocks—there are reasons long-term investors should be optimistic about the outlook for the long-term…
The 5% World
As investors fear the Fed will continue raising interest rates well into this year, bond yields are falling, which means they can once again protect the rest of your portfolio,…
The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn’t the case. In this episode, we discuss…
The Surprising Investment Factor That Defies the Risk-Return Tradeoff
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of…
The Most Important Things to Know About College Planning
In this episode of the Education of a Financial Planner, we discuss the basics of college planning. We discuss 529 plans, UTMAs an UGMAs, financial aid and a lot more.…
The Most Important Investing Lesson: Martin Emery
Martin Emery explains why “this time is different” can be a dangerous phrase. See Full Interview with Martin Emery
Investing Shorts: The Biggest Lesson From Bridgewater
Andy Constan discusses the biggest lesson he learned working at Bridgewater. See Full Interview With Andy Constan