Popular Press Publications
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
Op-Eds and Podcasts
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
March 2023 International Business Times: What Wall Street is Missing about Google Shares
March 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 ETF.com: 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