Charleston Financial Advisor

Academic Research

Investment Fads

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment fads and

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Academic Research

Staying Invested

  If we could choose a near-perfect example of why we harp on staying invested and remaining committed to an investment strategy that’s rooted in

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Behavior Finance

When Markets Drop

In the next couple of weeks, investors will begin receiving October portfolio statements from their custodians and may ask themselves what to do when markets

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Academic Research

What are Alternative Investments?

Diversification has been called the only free lunch in investing, so what’s the alternative? This idea is based on research showing that diversification, through a

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Academic Research

Where is the Value Premium?

From 1928–2017 the value premium1 in the US had a positive annualized return of approximately 3.5%2. In seven of the last 10 calendar years, however,

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Choosing a Financial Advisor

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and news headlines presented

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