How Looking Back One Year Can Transform Your Small Cap Returns

Published on April 28, 2026

New research from Bridgeway Capital Management reveals that a simple redefinition of small cap—asking where a stock was last year, not just today—can more than double the return premium.

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Waverly Advisors Creates First New Orleans Area Office With $3.1B Acquisition

April 28, 2026
Waverly Advisors has acquired TruWealth Advisors, boosting AUM to $34.2B and adding 31 staff to its first New Orleans-area office.

The Biggest Drag on Investor Returns Is Behavior

April 28, 2026
As investors seek consistently high returns in a mercurial market, reactive behaviors such as selling at lows are undermining their own pursuit of long-term financial security.