Quarterly Review: Cautious Investors Tap the Brakes

October 1, 2026

Markets were mixed in Q3 as AI stocks cooled and rates rose. Despite the noise, diversification and sticking to a long-term plan remain key.

Are Higher Rates Cause to Add More Fixed Income?

September 17, 2026

Trading US Corporate Bonds: It Pays to Be Flexible

September 17, 2026

Concerns over US Government Debt

September 9, 2026

Factor Industry Resembles the Market

September 4, 2026

Insights & Updates

October 1, 2026

Quarterly Review: Cautious Investors Tap the Brakes

Markets were mixed in Q3 as AI stocks cooled and rates rose. Despite the noise, diversification and sticking to a long-term plan remain key.

September 17, 2026

Trading US Corporate Bonds: It Pays to Be Flexible

Flexible bond trading can add value. Choosing similar lower-cost corporate bonds can reduce trading expenses and improve investors’ net returns over time.

September 17, 2026

Are Higher Rates Cause to Add More Fixed Income?

Higher bond yields are attractive, but history shows stocks have delivered similar premiums across rate environments—so think twice before changing your mix.

September 11, 2026

The Informed Investor: The Formula for a Healthier, Wealthier Marriage

In Episode 56 of The Informed Investor podcast: If you and your partner know what you really want out of life, will your investment strategy help you get there?

September 9, 2026

Concerns over US Government Debt

US debt has topped $40 trillion, but markets already reflect known concerns. Without major new developments, investors may have little reason to change course.

September 4, 2026

The Informed Investor: The Power of Diversification, Discipline, and Staying the Course

In Episode 55 of The Informed Investor podcast: Why discipline, diversification, and a clear philosophy matter more than predicting what markets do next.

September 4, 2026

Factor Industry Resembles the Market

Factor investing has grown rapidly, but evidence suggests it hasn’t erased expected return premiums. The average factor fund still looks surprisingly market-lik

September 1, 2026

Why I Wrote “Stay Calm”

Investing doesn’t have to be complicated or exclusive. Embrace uncertainty, stay calm and invested, and let markets work for you over time.

August 28, 2026

The Future Is Unknown, So Plan Accordingly

The future is unpredictable. Rather than betting on forecasts, diversification helps investors prepare for a range of outcomes. Plan, don’t predict.

August 21, 2026

5 Investing Rules You Won’t See in Financial Media

In Episode 53 of The Informed Investor podcast: What can investors do to tune out the nonsense in financial media?

August 7, 2026

Winning for the Wrong Reason in Small Caps

Short-term performance can mislead. Small cap funds recently benefited from stocks with lower expected returns, showing managers can sometimes win for the wrong

July 30, 2026

A Holistic View of Volatility

Small caps may be more volatile alone, but within a diversified portfolio they can boost returns without significantly increasing overall risk.

Are Higher Rates Cause to Add More Fixed Income?

Trading US Corporate Bonds: It Pays to Be Flexible

Concerns over US Government Debt

Factor Industry Resembles the Market

Insights & Updates

Quarterly Review: Cautious Investors Tap the Brakes

Trading US Corporate Bonds: It Pays to Be Flexible

Are Higher Rates Cause to Add More Fixed Income?

The Informed Investor: The Formula for a Healthier, Wealthier Marriage

Concerns over US Government Debt

The Informed Investor: The Power of Diversification, Discipline, and Staying the Course

Factor Industry Resembles the Market

Why I Wrote “Stay Calm”

The Future Is Unknown, So Plan Accordingly

5 Investing Rules You Won’t See in Financial Media

Winning for the Wrong Reason in Small Caps

A Holistic View of Volatility

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