Small Caps Have Done Better Than You Think

November 24, 2025

This piece explains how a look at historical returns shows that small caps’ current reputation may be unfair.

Does Gold Hedge Economic Downturns?

November 12, 2025

The Hidden Costs of Indexing Are Hurting Institutions’ Returns

October 24, 2025

Sometimes It Helps to Pay Less Attention

October 23, 2025

Stocks Can Still Go Up When the Government Shuts Down

October 9, 2025

Insights & Updates

November 28, 2025

Nine Reasons for Investors to Be Thankful This Year

In Episode 22 of The Informed Investor podcast: Regardless of which way the market is moving, do you feel thankful as an investor?

November 24, 2025

Small Caps Have Done Better Than You Think

This piece explains how a look at historical returns shows that small caps’ current reputation may be unfair.

November 12, 2025

Does Gold Hedge Economic Downturns?

Gold is often seen as a “safe haven” when the economy slows, but the data tells a different story.

November 7, 2025

The Informed Investor: Why Is Everybody Gaga for Gold Right Now?

Is gold worth owning?

October 31, 2025

The Informed Investor: Are You Spooked by Stock Market Headlines?

In Episode 18 of The Informed Investor podcast: Many of history’s hideous stock market headlines turned out to be horrendously off-base.

October 29, 2025

The Informed Investor: Are Taxes Hurting Your Investment Returns?

In Episode 17 of The Informed Investor podcast: Are your funds tax-efficient?

October 24, 2025

The Hidden Costs of Indexing Are Hurting Institutions’ Returns

Indexing has limits—rigid trading, hidden costs, and style drift can drag returns. A flexible, systematic approach may deliver higher returns with control.

October 23, 2025

Sometimes It Helps to Pay Less Attention

Tuning out daily market swings can help investors stay calm and focused. Viewing returns over longer periods smooths volatility and supports long-term success.