Artificial intelligence is a structural force reshaping capital flows, business models, and the very frameworks investors use ...

Small Minus Big (SMB) is one of three factors in the Fama/French stock pricing model, used to explain how small companies can ...

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 ...

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 ...

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 ...

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 ...