What is Smart Beta?
When investors talk about indexing, that has traditionally meant something that looks like the S&P 500 index. In recent years, indexing has grown far beyond its traditional roots and it […]
Value and Momentum: July 2014
One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]
Value and Momentum: April 2014
One strategy we use to improve performance beyond Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look […]
Are Markets Efficient?
When I tell people that I use index funds and ETFs to build my clients’ portfolios, they seem a bit surprised that I would consider markets to be efficient. Many […]
Value and Momentum: October 2014
One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]