Model portfolios are a new generation of investment products that can help wealth advisors improve client outcomes, refocus their attention on high-value activities, and ultimately expand their ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

DYNF offers a low-cost, active factor rotation strategy targeting value, momentum, and quality, aiming to outperform large- and mid-cap US equities. The ETF is currently overweight mega-cap tech ...

Research dating back to 1972 has persistently found that low-volatility (or low beta) stocks have systematically provided higher risk-adjusted returns than high-risk stocks. Today, many leading equity ...

A group of our advisors attended a conference this past fall sponsored by Dimensional Fund Advisors. In his talk, “Risk Dimensions of the Market,” Eugene F. Fama reviewed the latest data on the ...

Investment philosophy is a set of guiding principles and beliefs that shape an investor's approach to selecting and managing investments. It provides a framework for making informed decisions based on ...

Over 50% of respondents believe the current market environment makes factor investing in fixed income more attractive 41% of respondents have increased allocations to factor strategies over past 12 ...