Category: Investment Philosophy

28 Feb

Blog, Investment Ideas, Investment Philosophy

Active vs Passive Investment Management: Know The Difference

February 28, 2023
By Zack Armstrong

As an investor, you have to decide whether to invest on your own (often referred to as a DIY investor) or with help from a financial ad...

20 Feb

Blog, Investment Ideas, Investment Philosophy

How to Start Your Investing Journey in Your 20s

February 20, 2023
By Zack Armstrong

Preliminary steps Before you start saving for retirement, you should fund an emergency account with 6–12 months of living expenses. ...

24 Nov

Financial Planning, Investment Ideas, Investment Philosophy, Uncategorized

Which is Better Liquid Vs. Non-Liquid Assets

January 26, 2023
By Zack Armstrong

You may not have chosen your investments based on what investments are “liquid” or “non-liquid,” but understanding the difference is im...

06 Oct

Evidence Based Investing, Financial Planning, Investment Ideas, Investment Philosophy

Why Does Evidence Based Investing Matter?

January 26, 2023
By Zack Armstrong

As the name would suggest, evidence-based investing uses evidence to fashion an investment strategy. The evidence shows that no-load, ...

09 Jun

Evidence Based Investing, Investment Philosophy, Market Timing

Behavior Gap & Financial Health

February 20, 2023
By Zack Armstrong

How might it affect you? Provided by Zachary Armstrong, CFA, CPA “It turns out my job was not to find great i...

26 Jan

Evidence Based Investing, Investment Philosophy, Market Timing

Stock Gains Can Add Up After Big Declines History Mentions

February 20, 2023
By Zack Armstrong

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, be...

11 Jan

Diversification, Evidence Based Investing, Investment Ideas, Investment Philosophy, Market Review

A Recovery Amid Challenges Of 2021 Market

February 20, 2023
By Zack Armstrong

. KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing hi...

17 Nov

Evidence Based Investing, Investment Philosophy, Market Timing

Should Market Valuations Be Investor’s Concern?

February 20, 2023
By Zack Armstrong

Warwick Schneller, PhD Senior Researcher and Vice President, Dimensional Fund Advisors Investors often look for signals...

05 Oct

Evidence Based Investing, Investment Philosophy

All-Time-High Anxiety

November 23, 2022
By Zack Armstrong

Weston Wellington Vice President, Dimensional Fund Advisors KEY TAKEAWAYS Financial journalists periodically stoke i...

14 Sep

Evidence Based Investing, Investment Philosophy, Market Timing

Tuning Out the Noise

November 23, 2022
By Zack Armstrong

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data a...