In this article I cover a classic strategy that combines three fundamental factors into a score used to identify promising value stocks. The AAII Fundamental Rule of Thumb screen combines the ...

Amid market volatility, staying grounded in the fundamentals of strategic planning is critical to weathering adversity. In the past year, uncertainty has been a constant for organizations across ...

I explain why backtesting can work well--the relationship of in-sample to out-of-sample performance--and why sometimes it presents major problems. I do so using principles of performance, correlation, ...

During the planning process, a small business's owner and team forecast -- or model -- the company's future in terms of the strategic actions that will be taken in order to reach the company's goals, ...

Price Momentum refers to the tendency of stocks that have performed well recently to continue performing well in the near ...

Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret it as a warning against owning too much of one individual stock in a portfolio. In a broader sense, all investors ...

In the past year, uncertainty has been a constant for organizations across industries. Economic volatility, technological disruption, supply chain bottlenecks, geopolitical tensions, and a polarizing ...