Small Cap Value (Part 2): How to Reduce Risk + Improve Returns

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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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.