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Today, I'm diving into part two of our Small Cap Value investing series.
Specifically, I'm addressing three big questions:
➤ How do small-cap value stocks reduce risk + improve returns
➤ What criteria does an investment need to meet to be included in a portfolio
➤ Why value investing is still alive and well
While there is no shortage of research in favor of this dominant asset class...
...I'm also sharing why investors don't necessarily need small-cap value stocks to reach their retirement goals.
***
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
By Taylor Schulte, CFP®4.7
622622 ratings
Today, I'm diving into part two of our Small Cap Value investing series.
Specifically, I'm addressing three big questions:
➤ How do small-cap value stocks reduce risk + improve returns
➤ What criteria does an investment need to meet to be included in a portfolio
➤ Why value investing is still alive and well
While there is no shortage of research in favor of this dominant asset class...
...I'm also sharing why investors don't necessarily need small-cap value stocks to reach their retirement goals.
***
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

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