We all know risk in investing when we see it. But defining it can be a much bigger challenge. In this episode, we work through the concept of risk from…
Tag: The Education of a Financial Planner
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The…
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
In our first “Fact of Fiction” episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and…
The Key Criteria to Look at When Evaluating Active ETFs
Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The…
Show Us Your Portfolio: Andrew Beer
In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his portfolio in the context of…
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look…
Lessons from the Rise and Fall (And Rise Again?) of ARK 🔥
Technology booms can lead to massive change in our society. They can also lead to huge profits for investors who invest in them. But those huge gains can also be…
Nine Investing and Life Lessons From 2023
2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average…
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
Forecast season is once again upon is. It is the time of year where many market strategists will tell us where the S&P 500 will end 2024 and do it…
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…