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Wells Fargo Asset Management

July 9, 2020

A Balanced Approach to Cash Management

This podcast episode covers insights about opportunities for cash investors in a low-rate environment, the questions investors should be asking as they assess their cash portfolios, and the potential risks and rewards of the short-term municipal market.

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Validea

June 30, 2020

The Pros and Cons of Quantitative and Discretionary Investing

As quantitative investors, we can sometimes feel that there is no reason anyone should ever use a discretionary strategy. But like most issues in investing, there are two sides to this argument. In this episode, we talk about the benefits of both quantitative and discretionary investing.

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Validea

June 16, 2020

A Detailed Look at the Quality Factor

The value factor is fairly easy to define. There are obviously many different metrics you can use to define value, but they all are a function of comparing the price of stock to some sort of fundamental. So even though each value metric is unique, they at least rhyme in terms of what they are looking for.

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Validea

June 9, 2020

The Balance Between What Is and What Should Be

As we all experience a market where things are not going the way that many investors think they should be, I thought it would be a good time to look at some examples of this and what I think can be learned from them.

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Wells Fargo Asset Management

May 28, 2020

Behavioral Strategies in Uncertain and Complex Times – Part 1

We’ll discuss behavioral strategies for advisors and clients to help them navigate their financial and personal lives in the COVID-19 environment. In the first part of this two-part series, we will talk with Dr. Rick Jensen, renowned sports psychologist, performance coach, and author.

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Validea

May 26, 2020

The Case For Value Stocks

It sounds a little weird to say that value is a value, but on a historical basis, that is exactly what it is. One of the major reasons value investing works is because investors tend to systematically overestimate the problems that companies that are going through difficult times are having.

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Zeo Capital Advisors

May 21, 2020

Market Timing is Easy, Right?

Let’s start with the simple observation that if an investor chooses to invest in an index fund, it is likely for one of two reasons: Either the fund is a long-term hold based on the belief that short-term fluctuations can be disregarded; or…

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Morningstar

May 15, 2020

Active Management’s Dilemma

How to do something different, without doing something bad? The first thing most novice investors learn is that they are best off buying index funds. That’s a fair starting point.

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Validea

May 14, 2020

The Challenges of Multi-Factor Investing

building a multi-factor investment strategy can be much more difficult than it seems and requires a series of decisions that can have a significant impact on the end result. In this episode, we look at multi-factor investing and the important factors to keep in mind when building a multi-factor portfolio.

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Morningstar

April 3, 2020

Five (Easy) Steps to Setting Up a 401(k)

Have you been meaning to enroll in your company’s 401(k) but keep putting it off? You’re not alone. Many people need a friendly nudge to start saving or increase their savings rate.

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