Join 924 investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe

Articles of Interest

ETFs A Double-Edged Sword

  • January 18th, 2017
  • BAM Alliance

Larry Swedroe surveys the benefits and drawbacks of the rise of ETFs.

MoneyZen Podcast: Retirement Readiness — Insights from TCRS President Catherine Collinson

  • January 9th, 2017
  • BAM Alliance

Retirement readiness in America: Manisha Thakor and Catherine Collinson of TCRStudies unpack the risks and trends.

MoneyZen Podcast: Retirement Readiness

  • January 9th, 2017
  • BAM Alliance

Retirement readiness in America: Manisha Thakor and Catherine Collinson of TCRStudies unpack the risks and trends.

Another Angle On Factor Diversification

  • December 5th, 2016
  • ETF

Last week, we examined the data (from my new book, “Your Complete Guide to Factor-Based Investing,” which I co-authored with Andrew Berkin) on the odds that the premiums associated with some common investment factors would produce a negative return over various horizons. We then examined how constructing a diversified factor portfolio might impact those odds… Read More

Election Revives Old Myths

  • December 5th, 2016
  • ETF

The results of the U.S. presidential election not only surprised almost all the gurus who were saying that a Hillary Clinton victory was a sure thing, but also those forecasting that, if by some miracle Donald Trump won, a stock market crash was bound to occur. Prior to the election, I had received many inquiries… Read More

The Perils Of Bargain Hunting

  • December 5th, 2016
  • ETF

As I have been discussing in a series of articles (which you can find here, here and here), we now have a substantial body of evidence demonstrating that individual investors possess a preference for low-priced equities. This is anomalous behavior, because the level of a company’s stock price is arbitrary—firms can manipulate it by adjusting… Read More

How Risk and Uncertainty Affect Stock Returns

  • December 5th, 2016
  • BAM Author

Asset pricing models imply that equity portfolios’ time-varying exposure to the market risk and uncertainty factors carries with it positive risk premiums. Turan Bali and Hao Zhou contribute to the body of literature on this topic through the study “Risk, Uncertainty, and Expected Returns,” which appeared in the June 2016 issue of the Journal of Financial and… Read More

Here’s A Better Measure Of Value

  • December 5th, 2016
  • ETF

Eugene Fama and Kenneth French’s seminal 1992 paper, “The Cross-Section of Expected Stock Returns,” resulted in the development of the Fama-French three-factor model. This model added the size and value factors to the market beta factor. One of the benefits of adding the value factor (the tendency for relatively cheap assets to outperform relatively expensive… Read More

“Your Compete Guide to Factor-Based Investing” : A Q&A With Larry Swedroe

  • December 5th, 2016
  • BAM Author

Larry Swedroe discusses his new book, “Your Complete Guide To Factor-Based Investing,” while taking on smart beta, the investment factor “zoo” and how to think differently about diversification in a recent interview with ETF.com’s Drew Voros. Find it on ETF.com By clicking on any of the links above, you acknowledge that they are solely for… Read More

The Volatility of Active Management

  • December 5th, 2016
  • BAM Author

S&P Dow Jones Indices has long provided a great service to investors with its semi-annual S&P Indices Versus Active (SPIVA) scorecards. The evidence offered in these reports has shown time and again that, regardless of the asset class, the vast majority of active managers persistently fail to outperform their benchmarks, and that there is little to… Read More

1 2 3 4 5 115
 

We want to hear from you!

Montgomery

334.834.7660
info@jt-am.com
200 Commerce Street
Montgomery, AL 36104
Map

Dothan

334.793.7001
info@jt-am.com
304 Jamestown Boulevard
Dothan, AL 36301
Map

Receive Our Newsletter

Close