Winning for the Wrong Reason in Small Caps

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August 7, 2026

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

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A Holistic View of Volatility

A Holistic View of Volatility

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July 30, 2026
Beware Sharpe Ratios for Private Markets

Beware Sharpe Ratios for Private Markets

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July 23, 2026
An Emerging Markets Knockout

An Emerging Markets Knockout

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July 17, 2026
Swimming with the Undertow

Swimming with the Undertow

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July 6, 2026

Insights & Updates

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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

Read More
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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.

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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.

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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.

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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.

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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?

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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.

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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.

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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?

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June 25, 2026

Midyear Review: From Spring Slump to Summer Surge

Tech drove the S&P 500 to new highs as global stocks stayed resilient despite conflict. Emerging markets led, while gold lagged expectations.

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June 22, 2026

Investing Pioneer David Booth Offers a Timely Guide to Navigating Uncertainty in “Stay Calm”

David Booth's Stay Calm shows why embracing uncertainty—not fearing it—is the key to successful, long-term investing.

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June 18, 2026

Still on Track for a Good Year

Don’t let daily market swings distract you. Despite volatility, 2026 returns remain strong—long-term investors are rewarded for staying the course.

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