Today I’m kicking off a two-part series on Small Cap Value investing.
Specifically, I’m addressing three big questions:
➤ What exactly are small-cap value stocks?
➤ Why have small-cap value stocks, historically, outperformed most major asset classes?
➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the future?
I’m also sharing critical differences between small-cap value funds + how to take action if you want to include this asset class in your portfolio.
FREE RETIREMENT PLANNING RESOURCES:
Subscribe to the Stay Wealthy Retirement Newsletter!)
As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.
You'll also receive my weekly retirement newsletter!
👉 Click here to subscribe and grab your cheatsheets).
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!)
✏️ Grab the Episode Show Notes)
📘 Check Out the Retirement Podcast Network)
