Investment
Essentials
The following
three articles serve as the basis for our investment strategies. The
empirical evidence is clear. Certain strategies are likely to improve
investment returns and others are likely to result in poor returns. Which
strategies are you using?
Stocks vs. Bonds
There have been significant changes in the
relative valuations between stocks and bonds over the years.
When should you adjust your asset allocation?
more...
Value vs. Growth
Is
your investment philosophy critical to your long-term success in the financial
markets? This article reviews and summarizes ten empirical studies on
value and growth stock selection strategies. Learn how value investors
take advantage of systematic inefficiencies in the financial markets to
increase returns. more...
How to Improve Fixed Income Returns
with Closed- End Funds
If
you could buy $1 for 85 cents, do you think you would be likely to come out
ahead? Closed-end
funds offer investors a way to improve returns by paying less than the current
market value for a portion of an investment portfolio. more...