Investors should focus on fees, global diversification, tilting toward small and value stocks, along with a focus on high credit quality and safe fixed income. Kevin Grogan shares these tips with Robert Powell on The
Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2017—one that included the worst bear
As the chief research officer for Buckingham Strategic Wealth and the BAM Alliance, I receive many questions from advisors and investors regarding concerns about factor-based investment strategies. A brief background on factor-based investing is helpful
In the U.S. stock market over roughly the last 10 years, value stocks have performed poorly relative to growth stocks. In fact, using Professor Ken French’s data, value appears to have experienced its sixth-worst drawdown
French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if the market judged otherwise, it would not quote this price, but another price
Every year, the markets provide us with lessons on the prudent investment strategy. I’ve so far covered what they taught us in 2018 in lessons one through three and then lessons four through seven. We’ll finish up today
Every year, the markets provide us with lessons on the prudent investment strategy. Earlier this week, I covered lessons one through three. Today, I’ll tackle lessons four through seven. Lesson 4: Volatility doesn’t stay low forever.
