Oct 10, 2024
Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.
Specifically, I’m discussing three things:
➤ Why paying MORE for an investment can pay off
➤ How to easily and properly evaluate different funds
➤ What small-cap value funds to consider
I’m also...
Sep 26, 2024
Today, I’m diving into part two of our Small Cap Value investing series.
Specifically, I’m addressing three big questions:
➤ How do small-cap value stocks reduce risk + improve returns
➤ What criteria does an investment need to meet to be included in a portfolio
➤ Why value investing is still alive and...
Sep 12, 2024
Today I’m kicking off a two-part series on Small Cap Value investing.
Specifically, I’m addressing three big questions:
➤ What exactly are small-cap value stocks?
➤ Why have small-cap value stocks, historically, outperformed most major asset classes?
➤ Does the recent 20-year underperformance suggest that the...
Aug 29, 2024
Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month.
1️⃣ The first article is about the future of taxes in this country and specifically makes a strong case for why they will be higher.
2️⃣ The second reveals why investors missed out on 15% of investment returns over the...
Aug 15, 2024
Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement.
For example, one stat highlights a "stock market indicator" that has a 100% success rate 😳
Another emphasizes a growing insurance risk that everyone needs to protect against.
Along with being entertaining, these stats bring...