Expected Sources of Premium Stock Returns Part II: How Much Risk? How Much Expected Return?

Month: January 2016

January 26, 2016  |  

Expected Sources of Premium Stock Returns Part I: Managing the “Daring Adventure”

When Helen Keller said, “Life is either a daring adventure, or nothing,” she probably wasn’t thinking about the stock market … but she could have been. Recently, some investors have been wondering whether it still makes sense to pursue expected returns from small-company and value stocks. That’s understandable, as investing in these two asset classes […]

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January 21, 2016  |  

New Year…..Same Investment Principles

Key Takeaways: At the start of every year, you can count on news outlets, economists and fund managers bombarding us with varying opinions about the direction of the market. The only certainty for the market in 2016 is that it will be different from 2015. A disciplined, cost-sensitive, broadly diversified investment strategy creates a portfolio […]

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January 14, 2016  |  

Have You Seen the Elephant?

According to historical folklore, a common question posed to a new soldier during the American Civil War was, “Have you seen the elephant?” It meant something like, “Have you met the enemy?” Camp newcomers who had not yet experienced direct combat were viewed skeptically until they had survived the stress and terror of battle. Those […]

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