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