Given the latest market run, I am getting a lot of questions about chasing returns and individuals comparing themselves to the S&P 500 index. The flaw of human nature is that whatever we have is ...

More than a decade ago, before the Internet bubble burst, investors focused on return on capital. Today they seem more concerned with risk-adjusted returns. They want to know that their hard-earned ...

The Momentum factor has underperformed in 2023, with investors favoring large-cap growth shares through May. Cyclical sectors have outperformed since June 1, with a recent jump in Treasury yields ...