Factor Industry Resembles the Market

September 4, 2026

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

Why I Wrote “Stay Calm”

September 1, 2026

The Future Is Unknown, So Plan Accordingly

August 28, 2026

Winning for the Wrong Reason in Small Caps

August 7, 2026

A Holistic View of Volatility

July 30, 2026

Insights & Updates

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 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.

July 23, 2026

Beware Sharpe Ratios for Private Markets

Private assets can appear less risky because values update less often. Stale pricing can distort volatility and make Sharpe ratios misleading.

July 17, 2026

An Emerging Markets Knockout

Taiwan and South Korea surged into the world's largest stock markets, proving diversification helps investors capture unexpected winners worldwide.

July 6, 2026

Swimming with the Undertow

Like swimming against an ocean current, fighting markets is exhausting. Long-term investors are better served by working with markets, not against them.

July 2, 2026

The Informed Investor: Do This Now: Practical Money Management Advice for Your 20s, 30s, and 40s

In Episode 52 of The Informed Investor podcast: How should people in their 20s, 30s, and 40s spend, save, and protect their money?

July 1, 2026

Magnificent Expectations

Strong stock returns often reflect companies exceeding expectations. With higher forecasts for the Magnificent 7 in 2026, outperforming may be harder.

June 29, 2026

When It’s Value vs. Growth, History Is on Value’s Side

Value stocks have historically outperformed growth by about 4% annually since 1927, reminding investors that lower prices often mean higher expected returns.

June 26, 2026

The Informed Investor: Don’t Fight the Stock Market—Make It Work for You

In Episode 51 of The Informed Investor podcast: Why do many investors pull their hair out worrying about where the stock market is headed?

Why I Wrote “Stay Calm”

The Future Is Unknown, So Plan Accordingly

Winning for the Wrong Reason in Small Caps

A Holistic View of Volatility

Insights & Updates

Factor Industry Resembles the Market

Why I Wrote “Stay Calm”

The Future Is Unknown, So Plan Accordingly

Winning for the Wrong Reason in Small Caps

A Holistic View of Volatility

Beware Sharpe Ratios for Private Markets

An Emerging Markets Knockout

Swimming with the Undertow

The Informed Investor: Do This Now: Practical Money Management Advice for Your 20s, 30s, and 40s

Magnificent Expectations

When It’s Value vs. Growth, History Is on Value’s Side

The Informed Investor: Don’t Fight the Stock Market—Make It Work for You

Don't Miss Out on Updates!