Research Shorts

CFA: How Sharp Is the Sharpe Ratio? An Analysis of Global Stock Indices

CFA Institute: Revisiting the Fama French 5 Factor Model

WSJ: The ‘January Effect’ Doesn’t Hold Up With Stocks. But Bonds Are a Different Story.

ETF Trends: What Can Buffered ETFs Add to Your Portfolio?

WSJ: Just How Valuable Is Tax-Loss Harvesting?

Investors looking to improve their overall portfolio returns often turn to…

WSJ: Mutual Fund Manager Experience and Performance

CFA Institute: Chinese and World Stock Market Co-Movements

ETF Trends: What Covered Call ETFs Can Do for Your Portfolio

Often investors look at covered call strategies and wonder, is this the alpha generating strategy that I need to add to my portfolio? Now, investors don’t even have to construct covered call strategies all on their own —…

WSJ: Should Investors Create Their Own Target-Date Fund?