Your 401(k) is maxed and cash keeps piling up with nowhere to go, which means your retirement engine is probably running on one cylinder without you realizing it. Three ETFs can fix…
For many retirees, a quiet window between their last paycheck and first required distribution hides a rare tax opportunity, and the funds sitting inside that window determine whether the advantage compounds into…
Small caps are finally outrunning the S&P 500, but IWM holders are leaving something significant on the table. Two overlooked alternatives have quietly delivered both stronger returns and a 14% income stream…
The Russell 2000 is up 20% this year, but blindly owning the benchmark means owning hundreds of unprofitable companies with shaky balance sheets. There is a more selective small-cap ETF built to…
AVUV has delivered explosive small-cap value returns, but where you hold it determines whether the IRS gets a cut of every distribution, every rebalance, and every dollar of appreciation along the way.
Trey Thoelcke Small-cap value is one of the most persistent factor bets in equity research, but the two most popular ways to own it look almost nothing alike under the hood. Avantis U.S. Small…
Open your brokerage app and check the allocations. If you own a target-date fund, an S&P 500 index fund, or a portfolio your advisor built in the last decade, odds are nine…
The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39%…
You check your portfolio and it looks like every other portfolio in America. Apple, Microsoft, NVIDIA, Amazon, Meta, Alphabet, and a heaping side of S&P 500 index fund that is, when you…
The iShares Russell 2000 ETF (NYSEARCA:IWM) is the default way most investors get small-cap exposure. It tracks the Russell 2000 Index, holds roughly 2,000 U.S. small caps, and has anchored most small-cap portfolios since its…
Core inflation rate came in at 2.9% year-over-year yesterday. This stopped interest rate hike expectations from being anchored, and the 10-year Treasury closed last week near 4.6%. That backdrop is still supposed…
Value investing spent most of the post-2010 cycle losing to growth, but the past year has flipped that script. Three exchange-traded funds (ETFs) in particular have outpaced the broad market so far…
Small-cap value has done something in 2026 that few investors positioned for: it pulled meaningfully ahead of the growth complex that defined the prior decade. The thesis here is that small value…
After a long stretch of growth-stock dominance led by mega-cap technology, the 2026 tape tells a different story. Large-cap value, active small-cap value, and passive small-cap value benchmarks are all pulling ahead…
Small-cap value spent years playing second fiddle to large-cap growth, especially as everyone piled into just a few tech giants. But the vibe heading into the middle of 2026 is shifting. The…
