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Tag: Financial Planning

A Quant and a Financial Planner Discuss Factor Investing
2 years ago
A Quant and a Financial Planner Discuss Factor Investing

In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are,…

Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
2 years ago
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina

In this episode, we speak with Northern Trust’s Peter Mladina. Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in…

The Basics of Goals-Based Financial Planning
2 years ago
The Basics of Goals-Based Financial Planning

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and…

Ten of the Biggest Financial Planning Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff
3 years ago
Ten of the Biggest Financial Planning Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff

In this episode we change things up from our usual topics and focus on financial planning. No matter how much experience and training we have, all of us tend to…

Eight Financial Strategies to Consider During the COVID-19 Shutdown of 2020
5 years ago
Eight Financial Strategies to Consider During the COVID-19 Shutdown of 2020

By Justin J. Carbonneau The recent declines in the market along with the overall shutdown of the economy may have many investors feeling a little hopeless and paralyzed—all completely normal…

Recent Original Research
June 16, 2025
Buffett vs. Graham vs. Lynch: Whose Strategy Wins...
When it comes to legendary investors, Warren Buffett, Benjamin Graham, and Peter Lynch represent three of the most iconic -- and distinct -- approaches to stock picking. Each has inspired legions of followers, and at Validea, we've...
June 13, 2025
Strategy of the Week: The Acquirer’s Multiple –...
Not all value strategies are created equal. Some work great in backtests, but fail in the real world. Others are based on simplistic valuation metrics that ignore critical elements like debt, cash flow quality, or business fundamentals....
June 12, 2025
Ten Top S&P 500 Stocks – June 2025
The S&P 500 represents a diverse collection of over 500 companies spanning multiple sectors, with many running profitable and well-established operations backed by solid fundamentals that merit serious consideration from investors. This breadth presents compelling opportunities for...
June 11, 2025
SPY vs. QQQ: Battle of the ETF Behemoths
When it comes to large-cap U.S. equity ETFs, few match the popularity, liquidity, and influence of the SPDR S&P 500 ETF Trust (SPY) and the Invesco QQQ Trust (QQQ). While both track major indexes and serve as...
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