Featured Articles

Is the Value Premium Pining for the Fjords?

There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and a half for value stocks.

What Do Low Interest Rates Mean for Stock Returns?

Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge.

Unpacking Today’s Market Returns

Today, March 9th, 2020, was a bad day for the financial markets. There are four main elements to this story that I want to pick apart…

The Coronavirus and Your Investments

The Coronavirus is scary. When it’s possible to make reasonable comparisons with the Spanish Flu, that should make you sit up and take notice. Aside from the reasonable precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause? We’ve already seen significant…

Introduction

I’m Bob French, the investments guy at Retirement Researcher. I’m also the Director of Investment Analysis at McLean Asset Management. My goal here is to help you use your investments to meet your retirement  goals.

Prior to joining Retirement Researcher and McLean Asset Management, I was in charge of designing the analytical engine for instream – a financial planning tool that financial advisors use with their clients. I became a CFA Charterholder in 2010.

Before instream, I was at Dimensional Fund Advisors, and I was in charge of a data analysis tool that they provided to their financial advisor clients. Aside from helping people with the mechanics of the tool, most of my time was spent helping them understand how to interpret and explain the results to their clients. And it’s this piece – just writ a little larger – that I’m excited to have the opportunity to do here at Retirement Researcher. All of the information that you need to invest well is out there (somewhere), but I want to help give you the context and understanding to use that information to reach the retirement that you deserve.

Taking Risks that Make Sense

Taking Risks That Make Sense

By Bob French, CFA

More risk does not mean more return, but more return follows more risk. Which risks make sense for you?

How Many Stocks Does it Take to Be Truly Diversified?

By Bob French, CFA

Everyone “knows” you should have a diversified portfolio. What other kind of portfolio would you want? Yet most people don’t really know what diversified means. What does a diversified portfolio look like? How many stocks do you need to own to achieve true diversification?…

How Asset Location Helps Your Investments Flourish

How Asset Location Helps Your Investments Flourish

By Bob French, CFA

How you invest is the largest determining factor in the level of returns you will see. But what about the “where” of investing?

Why the Dow Doesn’t Work

By Bob French, CFA

With Apple’s addition to the Dow (or more properly, the Dow Jones Industrial Average), now is a great opportunity to look at how to think about the Dow, and indices more broadly. Indices are great tools for understanding what is going on…