I emphasize a nuanced approach to valuations, recommending different Owner's Yields based on expected revenue growth rates, rather than a flat 4% threshold. For example, companies with 10% revenue ...

My Five Factor Model screens companies based on importance, founder involvement, high gross margins, consistent revenue growth, and a 4% earnings yield for initial investment consideration. Important ...

In order to best assess risk in a portfolio, it’s critical for portfolio managers not to rely on a one size fits all approach to modeling. The most exacting approach will take regional concerns into ...

The world is changing. Why should portfolio design stay the same? To navigate today’s unprecedented uncertainty and adapt to clients’ shifting needs, financial advisors must become more flexible and ...

Research dating back to 1972 has persistently found that low-volatility (or low beta) stocks have systematically provided higher risk-adjusted returns than high-risk stocks. Today, many leading equity ...

The social model of disability frames disability as something that is created by society, rather than only by medical conditions or physical differences. The model acknowledges that people have ...

In light of the toll addiction takes on individuals, their families, communities, and society at large, it is understandable that many people want to know the answer to the question: What causes ...