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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
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
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