Advice is one thing. Education is another. Welcome to our area dedicated to highlighting Sensenig Capital’s perspective on private wealth management, unbiased investment advice, and comprehensive financial planning. You’ll find articles designed to inform and enlighten. Spend time browsing through the topics to learn more about our approach and what we believe.
Our Quarterly Market Review features world capital market performance and a timeline of events for the last quarter. The report also illustrates the performance of globally diversified portfolios and a topic of the quarter.read more
Research in the world’s financial markets has documented the existence of equity, size, value, and profitability premiums in the historical sample of stock returns. Since these premiums have been persistent across long time periods and pervasive across various markets, they are sometimes called dimensions of expected stock returns. This variation naturally leads some to wonder if the expected values of these premiums are constant over time. Can investors predict when to buy and sell securities? In this short video Jim Davis, PhD, runs more than 780 tests on data from 15 stock markets to test this theory.read more
If you’ve ever dabbled in graphic design, you’re familiar with the concept of white space. When viewing an illustration, we typically pay the most attention to the visible ink on the page, such as a paragraph of text, a bar chart or an entertaining illustration. White space is the essential empty areas in between that are hidden in plain sight. We barely notice them … until they’re not there. When making investment decisions, most people likewise assume that the most eye-catching ink matters the most: an alarming economic forecast, an exciting Initial Public Offering, hot trading tips. But there’s a catch. This evident assumption does not hold up under evidence-based scrutiny.read more
The situation in Greece has gotten a fair amount of attention in recent news. While a tentative agreement with the EU has been reached, the heightened level of uncertainty is the exact kind of market risk we expect as investors, whether we like it or not. It is the kind of risk that drives future expected market returns. In this short video, Weston Wellington of Dimensional offers useful perspectives on the financial crisis in Greece and how investors should consider reacting.read more
Why do we refer to our approach as evidence-based investing? As we introduced in our related paper, “Evidence on the Evidence,” we believe that the evidence – especially the kind that has been peer-reviewed and time-tested – is at the root of everything else we do to help investors achieve their personal goals through sound strategy. This begs the question: Which specific evidence has borne the most fruit over time? An exhaustive account of every meaningful contribution would be a lengthy list indeed, but it helps to be familiar with the most important insights that, in aggregate, offer investors a clearer pathway through the market’s daily twists and turns.read more