Steve Tadlock

Some would say value investors have been through a ride in recent years, and rightly so. Until recently, growth stocks enjoyed a long streak of outperformance over value stocks which had many investors wondering about the validity of the value premium. DOWNLOAD THE PDF

Yes, but it’s always different. When there are declines or volatility in the market, it’s natural to question if the period we’re experiencing today and moving forward is distinct from what we’ve experienced in the past. Rather than grasping for unknown answers, it may be better to consider what we know. DOWNLOAD THE PDF

With negative returns in several asset classes and the Fed’s interest rate campaign putting further pressure on the stock market, some economists are calling for a recession. But what does that actually mean? (Download the PDF for more info) DOWNLOAD THE PDF

Rarely have we seen quarters with both stocks and bonds down at the same time. From March 1979 – March 2022 only 8% of quarters have experienced negative returns from both US Stocks and US Bonds (14/173 quarters).1 Periods like we’re seeing today are not unprecedented, but they can be uncomfortable. It’s normal to be

With geopolitical conflicts and inflation, it is natural for investors to search for safe investment havens. Some advocates for gold believe investors should allocate a significant portion of their portfolio to the asset citing the benefits of strong long-term returns and inflation protection. However, if you look at the evidence, you may start to doubt

Markets have experienced volatility in recent weeks but price movements don’t necessarily mean it is time to abandon ship. Prices move as investors incorporate information, good or bad, and reflect their expectations about the future in their trades. Uncertainty also has an impact on prices. But while we tend to avoid the unknown, uncertainty is

Over the past decade we have seen that for roughly each $1 invested in an indexed mutual fund there has been $2 invested in indexed ETFs.1 Trading exchange-traded funds (ETFs) involves making tradeoffs to pursue an outcome that best aligns with one’s goals. An ETF trade requires selecting an order type and its parameters, as

It may be an understatement to say that inflation is a popular subject. The Consumer Price Index was up 7.1% in December from the year prior. Prices include expectations for inflation. On average, hundreds of billions of dollars of treasury bonds are traded daily2. Market participants incorporate their expectations around future inflation into their trades.

2020 was the year of the unprecedented, but 2021 certainly had its fair share of newsworthy events. As we entered this year, there were still many uncertainties, and it’s hard to believe how different our world looks today than it did 12 months ago. This year we’ve witnessed history through the creation and rollout of

Some Thematic funds may seek to profit from technological and economic trends such as artificial intelligence and disruptive technology. The names have changed, but the strategy is not new. Many thematic funds have a history of popping up in sectors following strong performance. Unfortunately, these solutions often have undesirable characteristics:– High concentration: on average, 50%