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...
Read moreETF’s vs. Mutual Funds
Today’s investor has more options than ever when it comes to where to put your money. These choices can be overwhelming, so today we will focus on a basic question often put before an investor. Should I buy an ETF or a mutual fund?
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