Cynthia

Previously, we looked at research that showed mutual fund management largely underperforms the benchmark. But what about those famed investors that have consistently outperformed? Well, if you recall, most outperformers [...]

Previously, we highlighted research that concluded “portfolios with fewer stocks are more likely to underperform than portfolios with more stocks, because larger portfolios are more likely to include some of the [...]

Every year Dimensional funds analyzes the past performance of all available mutual funds to see how this group performs relative to their benchmark. Their findings have consistently shown that mutual fund [...]

We all know the saying “Don’t put all your eggs in one basket.” This idea is especially relevant when it comes to designing and implementing retirement portfolios. Why? Well, let’s [...]

If you were to Google ‘yield curve inversion’ you would find many recent articles written about what this means and the possible implications for future stock returns. Some of the [...]