Research Papers

In investing, we often refer to simply stocks (equities) and bonds (fixed income). The reality is that there are several different types of stocks and bonds, often with their own

1. Capital appreciation, which is an increase in the value of the investment itself, and 2. Income (or “yield”), which represents payments made to the investor during the holding period,

People invest their money to achieve a goal; whether the goal is retirement, saving for a vacation, or simply to have an emergency nest-egg. As investors track their progress towards

While our goal of this piece is to talk about risk parity, we are going to start the conversation talking about traditional portfolio theory. Traditional portfolio theory categorizes assets into

Why are we doing this review of real estate and REITs (Real Estate Investment Trusts)? The purpose of this review is to dive further into real estate investing and review

Even though the topic of inflation has been in the news for much of the last year or so, the levels of inflation we have recently seen isn’t something most

The idea of investing according to sound Environmental, Social, and/or Governance (ESG) principles continues to gain momentum, yet the terminology itself can lead to confusion among investors.

Investopedia.com defines direct indexing as “an approach to index investing that involves buying the individual stocks that make up the index, in the same weights as the index.”

When building equity portfolios, there are several components we often look at. For example, we can review the amount of large cap vs. small cap or the amount of growth

Let’s start out with a disclaimer: we do not consider ourselves experts on digital assets, cryptocurrencies, or blockchain technology.