Portfolio goals

So far in our five-part series on value investing, we’ve explored the factor’s origins and proposed that evidence-based investors would be well-advised to keep the faith on value investing (relative to their personal financial goals and risk tolerances). 

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.

We’ve all heard it said, “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses.

Investment opportunities exist all around the globe. 

Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and your investment temperament reeling between cooling chills and hot thrills this summer.

If you’ve been an evidence-based investor for a while, you know the drill:

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial advisor.

There are many reasons to engage the services of a financial advisor.

Some investors don’t understand the complexities and the array of choices, and they would prefer to have an expert deal with it for them. That’s understandable.

Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange. If it’s illiquid, you cannot sell it, at least not for anything near what it’s worth.

Degrees of Liquidity