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Stay Wealthy Retirement Podcast

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...