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

Stay Wealthy Retirement Podcast

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.

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