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Tag: Financial Planning

A Quant and a Financial Planner Discuss Factor Investing
2 years ago
A Quant and a Financial Planner Discuss Factor Investing

In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are,…

Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
2 years ago
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina

In this episode, we speak with Northern Trust’s Peter Mladina. Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in…

The Basics of Goals-Based Financial Planning
2 years ago
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…

Ten of the Biggest Financial Planning Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff
3 years ago
Ten of the Biggest Financial Planning Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff

In this episode we change things up from our usual topics and focus on financial planning. No matter how much experience and training we have, all of us tend to…

Eight Financial Strategies to Consider During the COVID-19 Shutdown of 2020
5 years ago
Eight Financial Strategies to Consider During the COVID-19 Shutdown of 2020

By Justin J. Carbonneau The recent declines in the market along with the overall shutdown of the economy may have many investors feeling a little hopeless and paralyzed—all completely normal…

Recent Original Research
June 23, 2025
Strategy of the Week: A Small Cap Growth...
David and Tom Gardner may not take themselves too seriously in their public personas, but their investing strategy is anything but foolish. The brothers behind The Motley Fool have helped millions of investors understand how to uncover...
June 20, 2025
Ten Top High Free Cash Flow Yield Stocks
Free cash flow yield serves as a crucial indicator for spotting financially robust companies amid market uncertainty. This measure reveals businesses that efficiently convert their operations into cash relative to their market capitalization. Organizations with superior cash...
June 19, 2025
Ten Top NASDAQ 100 Stocks – June 2025
substantial wealth for investors throughout this prolonged bull market. Yet this impressive index-level success tells only part of the story—many individual stocks within the index still represent genuine value propositions, regardless of the broader market's gains. Critics...
June 18, 2025
How to Invest Like Peter Lynch Using ETFs:...
Peter Lynch, one of the most legendary investors of our time, popularized the concept of GARP -- Growth at a Reasonable Price -- an approach that blends growth and value investing. At Validea, we’ve captured the essence...
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