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Following the passage of the trillion-plus dollar stimulus bill, chatter about the prospects for intensifying inflation and its effect on the U.S. dollar are on the rise. But how likely is it for these risks to come to fruition? Applying a data-driven framework, we find that well-diversified investors may have less to fear than some pundits imply in their attempt to draw an audience.

With investing, evidence is literally the name of the game. In this blog, you’ll learn more about why a broadly diversified portfolio is a better mousetrap for long-term investors than conventional approaches.

The problem with eye-popping fund returns has nothing to do with the managers of the fund, but rather our collective inability to resist the siren song of past performance. Chief investment officer Phil Huber talks about why these outliers often end up becoming victims of their own success.

As we near the end of our Evidence-Based Investing blog series, we’ll explain how we implement in several key areas: investment selection, rebalancing, and managing taxes.

The IRS has delayed the April 15th federal tax filing deadline to May 17th. A mixture of tax law changes including stimulus payment eligibility, child tax-credit changes, and the unemployment compensation exemption had accountants and taxpayers calling for a tax filing extension, and Congress heeded their call.

Enhancing your portfolio with bonds and alternative investments can be a good idea if approached strategically and through an Evidence-Based Investing lens. Join Phil Huber as he zeros in on bonds and alternative investments.

Asking meaningful questions is important, especially when investing. Learn more about global diversification and factor investing, which are two key strategies that we use to diversify portfolios.

In the next installment of this series, chief investment officer Phil Huber focuses on the first step of Evidence-Based Investing: challenge conventional wisdom.

In the first of a series of blogs, we discuss the many downsides of a conventional investing approach, such as market timing, and provides a scientific framework to improve your investment strategy.

When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.

Coronavirus cases have continued to fall as vaccinations rise heading into the spring. Meanwhile, the market kept roaring in February as small value stocks led the market surge. But what does the growing pile of debt mean for investors? Are value stocks still attractive after their strong outperformance the past few months? All that and more in this month’s edition of MarketWise!

Most investors are familiar with the sage advice to “buy low and sell high.” But what happens if the market approaches another record? Senior investment research analyst Eamon Verdone looks into this question and provides historical context.