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.

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FREE RETIREMENT PLANNING RESOURCES:

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

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EPISODE RESOURCES:

Small Cap Value (Part 1): Is This Popular Strategy Dead? 18:08 Share

Stay Wealthy Retirement Podcast