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…
Tag: Featured
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.…
Show Us Your Portfolio: Corey Hoffstein
In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like…
The Basics of Goals-Based Financial Planning
In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and…
The Four Pillars of Macro with Andy Constan
In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a…
A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love…
A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim
Many investors take for granted that the earnings and other financial data that companies report provides an accurate representation of their business and its future. But the reality is that…
Unlocking the Market's Mood: Tools for Measuring Stock Sentiment
By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build…
Where Valuations Stand After the Market's Strong Start to 2023
By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with…