All tagged Investments

Factor Investing

Factor-based investing represents a dynamic tool designed to help you achieve specific investment goals. Direct targeting of factors through factor- based mutual funds and ETFs may offer the many benefits of traditional active mutual fund investing but at a lower cost and with less manager risk.

Recap and Thoughts For 2016

First, 2015 saw the worst year for stocks since 2008. When looking at diversified indexes, U.S. stocks were down but they did better than Developed (ex: Europe & Japan) International, and Emerging markets were even worse. In 7 out of the last 8 years, U.S. Large Cap has outperformed broad international stocks. On the bond side, long term bonds took it on the chin.