In this episode, we talk factor investing with AJO Vista Head of Investments Chris Covington. We discuss their unique approach to factor investing and how they apply it to less…
Tag: Featured
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
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
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
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
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
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
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
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…