Is There Value in Small Value Stocks?
History hasn’t presented a reliable way to predict when small value stocks will outperform. Swings can be swift and sharp—staying invested is the best way to capture expected gains over the long term.
Flexible Trading Provides Real Cost Reductions
Should you care about how the mutual funds or ETFs in your portfolio implement their trading policies? Yes! Investing in the real world incurs costs, and costs matter for the returns investors get.
How Could Inflation Impact Your Investment Portfolio?
In the latest Ask Buckingham they break down what’s going on with inflation, how it’s tracked and how it could impact your investment portfolio. Straight answers from Jared Kizer, Chief Investment Officer of Buckingham.
Inflation Risk: Is the Wolf at the Door?
Who’s afraid of big, bad inflation? A lot of people are, and not entirely without reason. With the economy starting to recover from the COVID-19 pandemic, media outlets and investor concerns have been turning increasingly toward inflation risk.
Building Robust Processes in Fixed Income
Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors, discusses the importance of having an investment process that can weather any type of market.
Do Downturns in the Stock Market Lead to Down Years?
Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of those years.