Factor Investing Calls for Discipline, Diversification — 1/26/17
Our thoughts on Factor Investing and the importance of a long time horizon
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Forecasting — 12/31/16
Our thoughts on why you shouldn’t put too much stock in forecasts, along with BCA Research’s forecasts for 2017
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REITs & Rates — 11/21/16
Why an exposure to REITs is important for portfolios focused on capital appreciation or income.