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