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Equity Investing (7)

Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Election Day Q&A: What are the Wildcards That Could Affect Markets This November?

The presidential race may be polarizing, but both sides can agree on one thing: It at least has...
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Reflections on Stocks’ September Swoon

Stocks recovered some ground last week, but September was the roughest month for U.S. equities...
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Equity Investing, Value Investing

Mind Boggling: Reflections on New S&P 500 Records

The S&P 500 has hit new records in recent days, completing a round trip that has been remarkable,...
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Small Cap, Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, Faith-Based Investing, Value Investing, ESG

Advisors Should Ask: Is My Investment Manager a Partner?

The financial crisis was painful for anyone working on Wall Street, but the period gets credit for...
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Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing, ESG

Seven ESG Due Diligence Questions Every Advisor Should Ask

As investor interest in ESG grows, so too are the number of ESG strategies to choose from. Already,...
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Long Term Investing, Equity Investing, Value Investing

Why Investment Style Boxes Are Wrong Question to Ponder

With growth stocks on a historical run of outperforming value, many allocators are wondering if...
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