While factors can be used across all market capitalizations, our research suggests that the inefficiencies in the Small cap and Micro cap space have historically provided the greatest opportunities to generate excess returns. Click here to learn more about maximizing the value of active management.
While the future is uncertain and past performance is no guarantee of future results, the history of multi-year bear markets in small caps suggests a compelling opportunity may be at hand. Investors should consider asking Santa to leave some microcaps in their stocking – or portfolio – for 2024 and beyond. Dive into Deupree James' latest research on Multi-Year Bear Markets in Microcaps.
December is normally a good month for stocks. According to FactSet, 75% of Decembers since 1950 have generated positive returns. Of all the months they studied, December was the most likely to be positive.
We hope you and your families are blessed, healthy, and are enjoying the holiday season. These 12 financial tips can help motivate your new investing strategies and help you save for the New Year.
Hear Ben James give his professional financial advice on these important topics affecting our community today on the newest podcast in Shreveport-Bossier, On the Cusp Podcast!
You've recently discovered that a significant amount of money is on its way to you, or might even be sitting right now in your bank account. Maybe it's coming from an inheritance or maybe oil and gas. Read our guide for some insights on how to make a plan for your new wealth.
