What Is Correlation (and Why Would You Care)?

Apr 01, 2019 |Eddy Mejlholm

By quantifying and comparing the behaviors and relationships found among various funds, factors and portfolios, we can better determine which combinations are expected to produce optimal outcomes over time.

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The Wealthy Barber on why a DIY approach for executors is often unwise

Feb 20, 2019 |RBC Wealth Management

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

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Eddy Mejlholm’s Evidence-Based Investment Insights: Behavioral Biases – What Makes Your Brain Trick?

Feb 14, 2019 |Eddy Mejlholm

In this installment, we’ll familiarize you with a half-dozen of these more potent biases, and how you can avoid sabotaging your own best-laid, investment plans by recognizing the signs of a behavioral booby trap.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Bringing the Evidence Home

Feb 14, 2019 |Eddy Mejlholm

Welcome to our final installment in Eddy Mejlholm’s Evidence-Based Investment Insights: Bringing the Evidence Home. We hope you’ve enjoyed reading our series as much as we’ve enjoyed sharing it with you.

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Eddy Mejlholm’s Evidence-Based Investment Insights: The Human Factor in Evidence-Based Investing

Feb 12, 2019 |Eddy Mejlholm

To study the relationships between our heads and our financial health, there is another field of evidence-based inquiry known as behavioral finance. What happens when we stir up that Petrie dish of financial pathogens?

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Eddy Mejlholm’s Evidence-Based Investment Insights: What Has Evidence-Based Investing Done for Me Lately?

Feb 07, 2019 |Eddy Mejlholm

As time marches on, relentless questioning from scholars and practitioners alike has been essential to evidence-based investment theory and application, dispelling illusions and laying the foundation for the insights we now routinely harness.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Factors That Figure in Your Evidence-Based Portfolio

Feb 05, 2019 |Eddy Mejlholm

Scholars and practitioners alike strive to determine not only that various return factors exist, but why they exist. This helps us determine whether a factor is likely to persist or is more likely to disappear upon discovery.

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Eddy Mejlholm’s Evidence-Based Investment Insights: The Essence of Evidence-Based Investing

Jan 31, 2019 |Eddy Mejlholm

Grounding your strategy in rational methodology helps you best determine and stay on a course toward the financial goals you have in mind, especially when your emotional reactions threaten to take over the wheel.

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Eddy Mejlholm’s Evidence-Based Investment Insights: What Drives Market Returns?

Jan 29, 2019 |Eddy Mejlholm

With all the excitement over stocks and bonds and their ups and downs in headline news, there is a key concept often overlooked. Market returns are compensation for providing the financial capital that feeds the human enterprise going on around us.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Get Along, Little Market

Jan 24, 2019 |Eddy Mejlholm

Diversification offers you wide, more manageable exposure to the market’s long-term expected returns as well as a smoother expected ride along the way. Perhaps most important, it eliminates the need to try to forecast future market movements, which

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