Mighty Mid-Caps

Our clients have long heard us espouse the value of having some exposure to small-cap stocks, referring to Morningstar/Ibbotson data that evidences how small-caps have outperformed large-cap [...]

Emotions: An Investor’s Worst Enemy

Many species, including humans, have sought security in herds and the familiar. While this behavior has ensured our survival over the centuries, it is unfortunately detrimental to investing. In [...]