It is well known that diversification is the only real way to increase returns while reducing risk. Normally this risk is measured academically using statistical calculations such as standard deviation. There is another risk that investors must...
Read moreStart Saving Early and Often
Compounding interest is a very powerful thing. Today we will take a look at an example that will hopefully convince you or your children to start saving early and often.
Read moreWhat kind of returns are you getting? – The Wrong Question.
As a registered investment adviser, I am often asked, “What kind of returns are you getting?” I believe they ask this question in order to compare the performance of their own portfolio and gauge how good I am as an investor. In today’s post, I...
Read moreThe Value Premium
Continuing with our series on style premiums, today I will talk about the value premium, or the tendency for value stocks to outperform growth stocks...
Read moreThe Size Premium
Continuing with our series on style premiums, today I will talk about the size premium or the tendency for small cap stocks to outperform large cap stocks...
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