Jason Fernando is a professional investor and writer who enjoys tackling and communicating complex business and financial problems. David Kindness is a Certified Public Accountant (CPA) and an expert ...

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Since the 1990s, asset managers have been identifying specific characteristics beyond sector, market capitalization, and value versus ...

Steven Nickolas is a writer and has 10+ years of experience working as a consultant to retail and institutional investors. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor ...

In our recent examination of asset-class correlations, the "2021 Diversification Landscape," we found that correlations for the five major factor profiles-- value, small-cap, momentum, quality, and ...

When investing, your capital is at risk. The value of your investments can go down as well as up and you may get back less than you put in. The content of this article is provided for information ...