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January 14, 2026

Stock Effects + Volatility Effects: Dual Drivers of Growth

Richard Yasenchak, CFA, CFP®, Senior Managing ...

January 14, 2026

Why Factors Aren’t the Whole Story in Core Equity

Richard Yasenchak, CFA, CFP®, Senior Managing ...

January 13, 2026

Structure Over Stories: Why One RIA Chose a Different Core

Richard Yasenchak, CFA, CFP®, Senior Managing ...

January 12, 2026

Breaking the Core Equity Barbell

Richard Yasenchak, CFA, CFP®, Senior Managing ...

September 30, 2025

The Hidden Engine of Equity Returns

By Richard Yasenchak, CFA, CFP®, Senior Managing ...

September 18, 2025

Breaking the Core Equity Deadlock: Why Passive and Active Both Fall Short

Author: Richard Yasenchak, CFA, CFP®, Senior Managing ...

August 14, 2025

Reactions, Not Just Results: Rethinking Diversification in the Age of AI and Earnings Volatility

Author: Ryan Stever, PhD, Chief Investment Officer, ...