Using the latest factor research to identify the drivers of Vanguard Dividend Appreciation's outperformance.
Dividend strategies may offer a lower-risk way to take advantage of the value premium.
Exchange-traded funds can serve as tactical tools for those seeking to tilt their portfolio to certain factors.
How to use ETFs to implement fund managers' current ideas at lower costs.
This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Defining value and growth and investing based on style using ETFs.
I am not in any way affiliated with any of the funds and/or fund companies I write about
This fund offers a heavy dose of value, but it may overweight companies with deteriorating fundamentals.
The Fed's taper dominated the headlines in August, but investors were looking for undervalued stocks, yield, and international opportunities.
Ty Bernicke prefers to test conventional wisdom before he applies it to client portfolios.