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There are three dimensions of higher expected returns in the equity markets: size, price, and profitability. Profitability is the most recent dimension to be identified by academic research, but [...]

There are not many tried-and-true ways of out-performing the market averages over time, but there are a few. Academic research has identified five dimensions of return that correspond to higher [...]

About 70% of all portfolio managers use active management as their preferred methodology, but does the evidence support this as the most profitable investment strategy? In this video Envision [...]

There are essentially only three ways to invest your resources. Watch as Envision Wealth Planning President, Bob Bolen CFP®, explains each of the three portfolio management strategies, and [...]

This year we had more clients at Envision Wealth Planning tell us that they owed taxes this past April than any time in recent history. No one likes to pay taxes, but as the old saying tells us, [...]