Financial advisors are often encouraged to outsource the portfolio management portion of their business in order to scale their practices. This is not always a bad thing, as some advisors tend to be more focused on budgeting, estate planning, … [Read more...] about Complification
Investment Strategy
Is Small Cap Value Investing Dead?
When an investment strategy is declared as "dead" or "no longer working" there's a reasonable chance it is about to work again. Take for reference this article from CNBC posted in November of 2008, The Death of Buy and Hold. The article claims that … [Read more...] about Is Small Cap Value Investing Dead?
Should You Just Put Everything in the S&P 500?
It has been well documented that the S&P 500 index fund has outperformed the vast majority of actively managed funds historically. Having said that, it may not be a prudent strategy to put everything in the S&P 500. A Look Back at … [Read more...] about Should You Just Put Everything in the S&P 500?
