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Investment Ideas

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14 Jun

Evidence Based Investing, Factor Premiums, Investment Ideas

How Often Do Small Cap, Value, and High Profitability Outperform?

June 14, 2022
By Zack Armstrong

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06 Apr

Diversification, Investment Ideas, Retirement Planning, Tax Management

Retirement Preparation Mistakes

April 6, 2022
By Zack Armstrong

Why are they made again and again? Provided by Zachary H Armstrong, CFA Much is out there about the classic finan...

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11 Jan

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

Market Review 2021: A Recovery Amid Challenges

January 11, 2022
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...

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27 Dec

Evidence Based Investing, Investment Ideas, Market Timing

Why a Stock Peak Isn’t a Cliff

December 27, 2021
By Zack Armstrong

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12 Apr

Investment Ideas, Tax Management

Qualified Charitable Distributions

April 12, 2021
By Zack Armstrong

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA ...

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18 Mar

Investment Ideas, Investment Philosophy

Tales from the Crypto: How to Think About Bitcoin

March 18, 2021
By Zack Armstrong

Weston Wellington Vice President, Dimensional Fund Advisors “Everything you don’t understand about money combined with ev...

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