Category: Investment Strategies
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Why Mark has been talking about “Rice and Beans” (and why you should too)
Are you buying toys, or are you buying your freedom? Mark explores why JL Collins’ ‘Simple Path to Wealth’ has become his favorite topic for client reviews. Learn the parable of the Monk and the Minister and how to turn your portfolio into a freedom-producing machine.
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Outlook Series: Global-X
Economic History, Economic Insights, ETF, Federal Budget, Index Investing, Investment Strategies, Investment StrategyFollowing our look at Schroders’ high-pressure economic outlook last week, I recently attended a webinar for the Global X 2026 Market Outlook. While Schroders focused on the structural shifts of a high-pressure environment, Global X frames 2026 as a “Formation Lap”—a critical transition from a multi-year tightening cycle to one of coordinated global renewal.
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Outlook Series: Schroders’s “High-Pressure” Economy
As we move further into 2026, the investment landscape is shifting in ways that require a fresh perspective. At Arrowroad, our goal is to keep you ahead of the curve. To do that, we are constantly reviewing insights from the world’s leading investment providers. Because these experts often have differing views, we have launched a…
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An Arrowroad Look at Dividend Investing
It seems logical that investors in "income" funds need the income, but new research from Vanguard reveals a surprising truth. We look at the psychology of dividend investing and why most people in these funds are actually reinvesting.
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An Arrowroad View on U.S. Small-Caps
The historic "small-cap premium" has been notably absent for a decade, leaving many investors wondering if the strategy is still valid. We delve into Vanguard's latest analysis on why this has happened and what their forecasts suggest for the future.
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The Power of Income: An Arrowroad View on Active Bond Investing
With yields at their most attractive levels in years, fixed income is flexing the power of its income. Vanguard's latest report explores why active management is key to navigating the opportunities and risks in the current global bond market.
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