If you’ve outgrown DIYing your investment management strategy, you have two options — use a robo-advisor or work with a wealth manager. Read more…
Understanding the CAPM and Return Expectations with Investments
Understanding market expected return and the Capital Asset Pricing Model (CAPM) for estimating returns is important for any investor. This article provides an overview of how the CAPM helps determine expected stock market returns and how much the stock market has returned throughout its history per Read more…
Bear Market Commentary
The S&P 500 is flirting with bear market territory (defined as a 20% decline from the high) as investors grapple with several variables including multi-decade high inflation, aggressive monetary policy tightening, and persistent global supply chain issues. Whether we are heading towards an official Read more…
Value Investing vs. Growth Investing: What’s the Difference?
If you've been considering investing or expanding your portfolio, you've likely come to a fork in the road: you can either take the value investing or growth investing route. These are the two main types of stocks, primarily chosen based on investing style. Although you'll find that people often Read more…
