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book Asset Class
Jeff Troutner

The Surprising Dividends of Transformed Investing

10.28.2021

By Dave Goetsch I’ve been working in sitcom writing rooms for the...

book Equius Inside
TJ Troutner

Equius named to CNBC’s list of the top-rated financial advisory firms of 2021

10.22.2021

FA 100: CNBC ranks the top-rated financial advisory firms of 2021 Finding...

book Basic Investing
TJ Troutner

Navigating Inflation

10.18.2021

Growing Wealth During Inflationary Times Equius Managing Partner TJ Troutner and Wealth...

book Asset Class
Jeff Troutner

10 Obstacles to Investing—and How to Overcome Them

09.28.2021

by David Booth Executive Chairman and Founder, Dimensional Fund Advisors  We’ve learned...

book Advanced Investing
TJ Troutner

Are Value Stocks Cheap for a Fundamental Reason?

09.03.2021

The value spread remains unusually high, which has led investors to be...

book Basic Investing
TJ Troutner

The Dangers of Hoarding Cash

09.03.2021

Equius Managing Partner TJ Troutner and Wealth Advisor Lachlan MacLean discuss the...

book Asset Class
Jeff Troutner

Equius Principles: Markets (Not Gurus) Build Wealth

08.26.2021

I’m a big fan of the music service Spotify. Their algorithms have...

book Asset Class
Jeff Troutner

Equius Principles: Portfolio Rebalancing

07.28.2021

Once your asset mix is established and we’ve selected the best investment...

book Advanced Investing
TJ Troutner

Swing in Small Value Stocks Shows Benefits of Staying the Course

07.16.2021

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks...

book Asset Class
Jeff Troutner

Equius Principles: Culture Drives Everything

06.30.2021

The investment industry over the past 40 years has evolved in ways...

book Asset Class
Jeff Troutner

Equius Principles: Portfolio Structure Matters, Part 2

06.07.2021

Last month, I wrote about the importance of portfolio structure at the...

book Asset Class
Jeff Troutner

Equius Principles: Portfolio Structure Matters, Part 1

04.29.2021

Since 1993, Equius has followed a set of foundational investing principles based...