Indexing has limits—rigid trading, hidden costs, and style drift can drag returns. A flexible, systematic approach may deliver higher returns with control.
In Episode 18 of The Informed Investor podcast: Many of history’s hideous stock market headlines turned out to be horrendously off-base.
In Episode 17 of The Informed Investor podcast: Are your funds tax-efficient?
Tuning out daily market swings can help investors stay calm and focused. Viewing returns over longer periods smooths volatility and supports long-term success.
In Episode 16 of The Informed Investor podcast: What did we learn from Black Monday?
In Episode 15 of The Informed Investor podcast: Does technology help—or hurt—the workforce? Will AI take your job?
Government shutdowns may disrupt operations, but history shows markets stay resilient—stocks often end flat or higher once funding resumes.
Financial planning, like morning commutes, is often more sensitive to tails of the distribution than the average.
DIY investors often fall into traps—timing markets, chasing trends, or picking past winners. A trusted advisor brings discipline, balance, and lasting success.
In Episode 14 of The Informed Investor podcast: Does cryptocurrency like bitcoin have a positive expected return—and, if so, why?
With no set formula for defining recessions, it’s difficult to predict when they’ll happen, how long they’ll last, or how severe they’ll be.
In Episode 13 of The Informed Investor podcast: Can you take advantage of artificial intelligence (AI) in your portfolio?
