Articles
The Surprising Dividends of Transformed Investing
10.28.2021
By Dave Goetsch I’ve been working in sitcom writing rooms for the...
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...
Navigating Inflation
10.18.2021
Growing Wealth During Inflationary Times Equius Managing Partner TJ Troutner and Wealth...
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...
Are Value Stocks Cheap for a Fundamental Reason?
09.03.2021
The value spread remains unusually high, which has led investors to be...
The Dangers of Hoarding Cash
09.03.2021
Equius Managing Partner TJ Troutner and Wealth Advisor Lachlan MacLean discuss the...
Equius Principles: Markets (Not Gurus) Build Wealth
08.26.2021
I’m a big fan of the music service Spotify. Their algorithms have...
Equius Principles: Portfolio Rebalancing
07.28.2021
Once your asset mix is established and we’ve selected the best investment...
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...
Equius Principles: Culture Drives Everything
06.30.2021
The investment industry over the past 40 years has evolved in ways...
Equius Principles: Portfolio Structure Matters, Part 2
06.07.2021
Last month, I wrote about the importance of portfolio structure at the...
Equius Principles: Portfolio Structure Matters, Part 1
04.29.2021
Since 1993, Equius has followed a set of foundational investing principles based...