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Research & Insights

  1. Great Investment Mistakes: The Bear Trap

    Getting out of the market is much easier than getting back in.

  2. This Dynamic Small-Cap ETF Should Find an Edge

    Bronze-rated Schwab Fundamental U.S. Small Company ETF attempts to profit from mean-reversion in valuations among small-cap stocks. 

  3. Are Interval Funds the Next Big Thing?

    Close cousins of CEFs, interval funds offer a unique set of pros and cons. 

  4. Marty Bannon’s Biggest Investment Mistake (and Mine)

    Not realizing when to hire professional help.

  5. Are Sustainable Funds More Expensive?

    Socially responsible investing doesn't have to cost more.

  6. Are Factor Investors Getting Paid to Take on Industry Risk?

    Industry tilts appear to pay off for momentum but are not integral to the success of value and low-volatility strategies.

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