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Popular Press Publications

May 2024   WSJ: Does 'Sell in May and Go Away' Still Hold?

Apr 2024   WSJ: Do Bond Ladders Actually Work?

Mar 2024   WSJ: How Long Does a Named Trend Have Left to Run Once Named?

Feb 2024   WSJ: Do All Money Market Funds Offer the Same Return?

Jan 2024   WSJ: Hedge Funds for the Masses Deliver Ho-Hum Returns

Dec 2023   WSJ: How to use Industry ETFs to Ride Market Momentum

Nov 2023   WSJ: Peak Interest Rates and Your Portfolio

Oct 2023   WSJ: The Long Run Underperformance of Factor ETFs

Sep 2023   WSJ: Are Leveraged ETFs Worth the Long-Run Tracking Error?

Aug 2023   WSJ: Do Commodities Provide a Hedge Against Recessions?

Jul 2023   WSJ: Complex Fund Names and Their Performance

Jun 2023   WSJ: The Underperformance of Active ETFs

May 2023   WSJ: When Does Market Timing Do The Most Damage

Apr 2023   WSJ: Beware Options Investors- You Pay a High Trading Price

Mar 2023   WSJ: Does a Valuation-Based Portfolio Beat a Lazy One?

Feb 2023   WSJ: How Much More Tax-Wise Are ETFs vs. Mutual Funds?

Jan 2023   WSJ: Turnover and Mutual Fund Tax Efficiency

Dec 2022   WSJ: What Types of Bonds Offer the Best Returns?

Nov 2022   WSJ: What is the Best Time of Day to Buy That ETF?

Sep 2022   WSJ: Which Investment Do Best In A Recession

Aug 2022   WSJ: Before the Fed Acts it is Best to Buy Stocks

Jul 2022   WSJ: When the Barbell Investment Strategy Does—and Doesn’t—Work

Jun 2022   WSJ: Stocks and Industries During Inflationary Spikes

May 2022   WSJ: Which Assets Do Best When Real Interest Rates Are Negative?

Apr 2022   WSJ: Divergent Central Bank Policy And Your Portfolio

Feb 2022   WSJ: Where Your Manager is From Matters in Global Funds

Jan 2022   WSJ: The One Last Area the 'January Effect' Still Applies - Bonds

Dec 2021   WSJ: The Returns to Tax Loss Harvesting

Nov 2021   WSJ: Mutual Fund Manager Experience and Performance

Oct 2021   WSJ: Should Investors Create Their Own Target Date Funds?

Sep 2021   WSJ: The Surprising Risk of ESG Investing

Jul 2021   WSJ: Your Fund Manager is Lending Out Shares.  Should you be Worried?

Jun 2021   WSJ: What Should You Keep in a Market Correction: Winners or Losers

May 2021   WSJ: Convertible Debt Funds - Are They Worth It?

Jan 2021   WSJ: Are Tax-Efficient Funds Worth it?

Dec 2020   WSJ: Should Investors Buy a Stock After It Splits?

Nov 2020   WSJ: Do Junk Bonds Pay Off in the Long-Term?

Oct 2020   WSJ: Frontier and Emerging Markets - Great Risk, Lower Returns?

Sep 2020   WSJ: The State of Your Munis - Where You Live Matters

Jul 2020   WSJ: Which Assets Protect Best Against Inflation

Jun 2020   WSJ: How Preferred Shares Have Performed Over the Past Decade

May 2020   WSJ: The ETFs That Might Offer Protection in a Market Plunge

Mar 2020   WSJ: The Hidden Risks of Unprofitable Companies

Dec 2019   WSJ: A Bigger Fund Is More Likely to Pay Off

Dec 2019   WSJ: Exploiting One of the NFL’s Biggest Inefficiencies

Nov 2019   WSJ: The Real Impact of Tax-Loss Harvesting

Aug 2019   WSJ: Does More Mutual Fund Disclosure Hurt Your Bottom-Line?

Mar 2019   WSJ: Where Active Management Still Dominates

Jan 2019   WSJ: Double Whammy: High-Fee Mutual Funds Do Worse

Nov 2018   WSJ: The Case Against Having A Bond-Heavy 401(k)

Oct 2018   WSJ: Which Stocks Do Best When Interest Rates Rise?

Sep 2018   WSJ: The Best Investments in Case of an Inverted Yield Curve?

Aug 2018   WSJ: When to Pick a Mutual Fund Over Its ETF Version?

Jun 2018   WSJ: What Really Matters For An Index Fund - Tax Skill

Jun 2018   ETF Trends: Dynamically Adjusted Multi-Factor ETFs

Jun 2018   ETF Trends: Changing Investor Behavior: Over/Under Reactions

May 2018   WSJ: Ethical Investing Thrives When There Is Bad News

Apr 2018  WSJ: Impatient Investors Get Caught In The Return Gap

 Feb 2018   WSJ: Zero-Fee ETFs (Or Even Negative) Are On The Horizon

Feb 2017   BEIN: How Basic Income Ends The Poverty Trap

Op-Eds and Podcasts

Apr 2024  CFA Institute: Price Drops and Changes in Systematic Risk

Mar 2024  ETF Trends: The Impact of Currency Hedging on ETF Performance

Jan 2024  CFA Institute: Global Market Correlations Since COVID

Sep 2023  CFA Institute: Performance Metrics and Manipulation

Jul 2023  CFA Institute: Which Fed Chairperson Does the Market Like Most?

Jun 2023  CFA Institute: A GDP-Weighted US Index?

May 2023  CFA Institute: What do Sentiment Measures Correlate with?

Apr 2023  CFA Institute: Do the Best Stock Managers Follow the Bond Market?

Feb 2023  CFA Institute: Index Fund Tracking Error an Post-Tax Returns

Jan 2023  CFA Institute: Bitcoin and Local Returns

Jan 2023  CFA Institute: Short Squeezes - A Four Factor Model

Dec 2022  CFA Institute: What can AI do for your Portfolio?

Nov 2022  CFA Institute: Bonds and Fixed Income - When Does it Hedge?

Oct 2022  CFA Institute: Skewness, Growth, and Returns

Aug 2022  CFA Institute: COVID Cases and Local Returns

Jun 2022  CFA Institute: Does Crypto Act Like Digital Gold?

Jun 2022   WSJ: What Assets Do Best in an Inflationary Environment

Jun 2022   Zacks: Which Stocks Do Best When Inflation Spikes?

Jun 2022   CFA Institute: How Sharp Is the Sharpe Ratio? An Analysis of Global Stock Indices

Apr 2022   CFA Institute: Portfolio Diversification - Harder Than It Used to Be?

Mar 2022   CFA Institute: How Have Implied Transactions Costs Shifted in the Options Market

Feb 2022   The Conversation: Optimal Wordle Strategy

Jan 2022   IB Times: Making Shorts Great Again

Jan 2022   CFA Institute: Revisiting the Fama-French 5 Factor Model

Dec 2021   ETF Trends: What Can Buffered ETFs Do For You?

Nov 2021   CFA Institute: Chinese and World Stock Market Co-Movements

Oct 2021   ETF Trends: What Covered Call ETFs Can Do for Your Portfolio

Sep 2021   Fortune: Robinhood Should Empower Young Investors, Not Take Advantage of Them

Sep 2021   CFA Institute: Revisiting Beta: How Well Has Beta Predicted Returns?

Aug 2021   CFA Institute: Meme Stocks and Systematic Risk

Jul 2021   CFA Institute: Low- or High-Volatility: Which Wins the Return Battle?

Jun 2021   CFA Institute: Where to Allocate Fixed Income

May 2021   CFA Institute: Peak Diversification - How Many Stocks Diversify a Portfolio?

Apr 2021   CFA Institute: SPACs - An Uncorrelated Asset Class?

Mar 2021   CFA Institute: Trading at All Hours: The Portfolio Implications

Mar 2021   CFA Institute: How Long Does a Competitive Advantage Last?

Feb 2021   Mason Means Business: GME, Reddit, and the Future of Finance

Jan 2021   ETF Trends: Do Low Interest Rates Force All Investors to be ESG Investors?

Dec 2020   CFA Institute: Tesla and the S&P 500: What Could Have Been?

Nov 2020   CFA Institute: Is this Tech 'Bubble' the same as the Dot-Com Bubble?

Sep 2020   Mason Means Business: Smart Investing in the Face of COVID

Sep 2020   Zack's Research: Preparing for Volatility with these ETFs

Aug 2020   CFA Institute: Should Fundamental Investors Give Up on Value Stocks?

Jul 2020   CFA Institute: Stocks Turned Upside Down? The COVID-19 Beta Effect

Jul 2020   ETF Trends: What can Risk Parity do for you?

Jun 2020   MarketWatch: ESG Investors' Blanket Demands May Have Unintended Consequences

May 2020   ETF Trends: Can ETFs Persist in the ESG Space

May 2020   Fortune Magazine: The Perfect Storm - Why retail investors are suffering in these times

May 2020   Mason Executive Development: Investing in the Wake of Covid-19

May 2020   Business Report: Covid-19 and Markets

Apr 2020   Mason Means Business: Smart Investing in the Face of Uncertainty

Selected Press Coverage

Jun 2024   MarketWatch: GME and Shareholder Run Up

May 2024   Fortune: Meme Coins and the Ethereum ETF Approval

Mar 2024   USA Today: DWAC and Meme Stock Mania

Jan 2024   Financial Times: The Noiseness of Financial Factors

Dec 2023   WSJ: Buy Side - What is Portfolio Diversification?

Dec 2023   USA Today: AMD and S&P 500 Returns

Oct 2023   ABC News: Mortgages Rates at a Decade High

Aug 2023   US News & World Reports: Small Cap Value Equity ETFs Worth Considering

Jul 2023   ABC News: Interest Rates Are at a 20 Year High

Apr 2023   Financial Advisor Network: Recession and Returns

Apr 2023   SF Examiner: Ripple CEO Blasts SEC Over Ruling

Mar 2023   International Business Times: What Wall Street is Missing about Google Shares

Mar 2023   American Banker: The Fed's Playbook for Mid-Tier Banks

Feb 2023   Fortune: Mutual Funds v ETFs

Jan 2023   The Street: IRA Contribution Deadlines

Dec 2022   Business Insider: Tech Stocks and Fed Policy

Oct 2022   ABC News: Mortgage Rates Hit a 20 Year High

Oct 2022   Business Insider: Elon Stands to be the Biggest Loser

Jun 2022   Business Insider: The Showdown of Twitter Versus Elon

Jun 2022   ABC News: What do High Interest Rates Mean for the Economy

Jun 2022   AOL: Where the Market is Headed in Summer 2022

Apr 2022   Financial Times: US scrutiny of ‘complex’ ETFs prompts fears of crackdown

Apr 2022   Business Insider: Inside a Hostile Takeover

Apr 2022 Issuers Balk At FINRA 'Complex' Proposal

Feb 2022   Capital: War Could Cloud Rate Hike Decision

Dec 2021   S&P Global: Corporate Bankruptcy Trends Through 2021

Oct 2021   Virginia Business Magazine: SPAC-ulative Finance

Aug 2021   Business Insider: GME, AMC, and Meme Stocks Make a Comeback

Aug 2021   US News & World Reports: Economies of Scale in Investing

Jul 2021   Money Geek: Keys to Start Saving and Investing

Jun 2021   The Street: Advisers Can Add Social Security to Their Arsenal to Fight Inflation

Apr 2021   Forbes: Grow your Portfolio with Growth Stocks

Mar 2021   Marketwatch: Google and Facebook Undertake Appeasement Campaigns

Mar 2021   US News & World Reports: The Difference Between ETFs and Mutual Funds

Feb 2021   CNet: GameStop Stock Dropped, but Reddit Still Hopes to Send it to the Moon

Jan 2021   CNN: Gamestop Proves the Death of the Individual Investor was Greatly Exaggerated

Jan 2021   USA Today: Reddit Group Founded on 'High Risk' Returns Hits Wall Street

Jan 2021   Investors Business Daily: AMC Stock Tops GameStop's Surge

Jan 2021   US News & World Reports: Best Fidelity Bond Funds

Dec 2020   Morningstar: Buying into a Stock Split

Oct 2020   WSJ: The ESG Investor’s Challenges

Oct 2020   Investors Business Daily: Fighting off Biases to Make Smart Decisions

Sep 2020   US News & World Reports: Best High Dividend Mutual Funds

Aug 2020   US News & World Reports: Adding Active Management to your Portfolio

Jul 2020   Bloomberg: People Loved Nikola but not its Warrants

Jul 2020   WSJ: For Some Stocks, Bad News is Good News

Jul 2020   Forbes: What Happens To Your ESG Investment When Money’s Tight For Others?

Jul 2020   Forbes: When Might You See ESG Issues Align With Stock Performance?

Jun 2020   US News & World Reports: Index Funds in 2020

May 2020   Fortune: Goldman Sachs Thinks a Correction is Coming Soon

May 2020   The Street: How to Make Sense of T-Bill Rates

May 2020   US News & World Reports: Considering Utility Dividend Stocks

Apr 2020   Fortune: Are we Headed for a Depression? Economists Weigh in

Apr 2020   US News & World Reports: Evaluating Stocks in a Recession

Mar 2020   NY Post: US Banks May Not be out of the Woods

Mar 2020   International Business Times: US Facing A Depression?

Mar 2020   LA Times: Tesla and the Coronavirus Impact

Feb 2020   US News & World Reports: Investing in Renewable Energy

Feb 2020   US News & World Reports: Who Will Be the Moody’s of ESG Investing?

Jan 2020   Washington Post: The NFL's Analytics Movement Has Reached the Mainstream

Dec 2019   Indianapolis Business Journal: Conventional Wisdom in Football and Finance

Dec 2019   Zacks Investment Research: Tax Loss Harvesting & Capital Gains

Dec 2019   Virginia Public Radio: Retail Jobs Drop in Virginia

Nov 2019   US News & World Reports: How to Invest in Preferred Stock ETFs

Nov 2019   Yahoo News: High Dividend Paying Mutual Funds

Nov 2019   US News & World Reports: High Dividend Funds to Own

Oct 2019   Virginia Business Magazine: Bringing in the Big Bucks

Sep 2019   WTOP DC: Government Bond Investing and It's Risks

Aug 2019   Kiplinger: Funds to Buy for Safety and Income

Aug 2019   Finance Investissement: Should We Give Less Information To Investors?

Aug 2019   US News & World Reports: What You Should Know About Market Cap

Jul 2019   US News & World Reports: When to Choose Between Mutual Funds vs. Stocks

Jun 2019   US News & World Reports: Where to Exchange Foreign Currency

Apr 2019   Financial Advisor: How Sustainable And Impact Investing Can Increase Investor Resilience

Dec 2018   Zacks Investment Research: ETFs Strategies for Retirement

Oct 2018   PBS Newshour: What You Need to Know About Saudi Investments in the US

Oct 2018   Yahoo Finance: ETFs to Play a Rate-Increase Cycle

Oct 2018   WalletHub: The Corporate Tax Rate Report

Oct 2018   Zacks Investment Research: ETFs vs. Mutual Funds, Rising Rates, Market Volatility

Oct 2018   NASDAQ: Market Volatility, ETFs/Mutual Funds, and Rising Rates

Jun 2018   Washington Examiner: How Media Mega-Mergers May Jack Up Your TV Bill

Jun 2018   Fox Business: Dynamically Adjusted Multi-Factor ETFs

May 2018   GMU News: Mason Professor Explains State of Play In Proposed T-Mobile Merger

May 2018   WFA Wealth Managers: Impatient Investors Get Caught in the ‘Return Gap’

Oct 2017   WSJ: Tracking the Logic of Dell’s Tracking-Stock Maneuver

Jan 2016   GMU News: Mason Experts Discuss Dow-DuPont Mega-merger

Nov 2015   Connecticut Financial News: GE-Electrolux Provides Rare Court Antitrust Test

Sep 2015   Connecticut Financial News: Staples-Office Depot Resolution with FTC Remains Uncertain

Jun 2015   Washington Post: Pay For Washington CEOs Outpaces Nation

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