Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener

Tag: Featured

Combining Sentiment and Fundamentals: How Quant Models Uncover Opportunities
2 years ago
Combining Sentiment and Fundamentals: How Quant Models Uncover Opportunities

By Justin Carbonneau (@jjcarbonneau) — In my previous article, “Unlocking the Market’s Mood,” we explored various methods of gauging investor sentiment in stocks. In this article, we’ll delve into how…

Retirement Planning in Your Prime Earning Years
2 years ago
Retirement Planning in Your Prime Earning Years

Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss…

A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
2 years ago
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying…

What Investors Need to Know About FDIC and SIPC Insurance
2 years ago
What Investors Need to Know About FDIC and SIPC Insurance

In this episode of the Education of a Financial Planner, we discuss FDIC and SIPC insurance and the other protections available for investors. Watch on YouTube Listen on Apple Podcasts…

Building an Inflation Fighting Portfolio With Dave Schassler
2 years ago
Building an Inflation Fighting Portfolio With Dave Schassler

With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…

What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
2 years ago
What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche

With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn from it.…

Retirement Planning for Young Investors
3 years ago
Retirement Planning for Young Investors

In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers. We discuss…

The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
3 years ago
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
3 years ago
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…

3 years ago
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.…

Posts navigation

1 … 54 55 56 … 85
Recent Original Research
September 16, 2025
Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved