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Cadence- Legacy Planner

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Checkout Our Latest Blogs

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May 20, 2025

Can Small Caps Weather the Storm?

Small caps often outperform large caps even during GDP declines. Market returns aren't tightly linked to recessions, as prices reflect future expectations.

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May 15, 2025

Even Migrating Stocks Face Index Reconstitution Costs

Volume and price pressure associated with stocks that migrated from the Russell 2000 to the Russell 1000 and vice versa may detract from index fund returns.

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May 8, 2025

Size-Premium Stories

Investors should be careful about reversing their expectations of a return premium after any difficult period.

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