The Investment Fiduciary

Archive for February 21st, 2008

Small (cap) is beautiful in a recession

Posted by: investment-scientist on: February 21, 2008

We’re already in a recession. Or, that’s what the pundits say. They may well be right. But what will you do about it? Will you follow common wisdom and seek relative safety of large cap stocks? After all, large cap stocks are safer— right?
That’s what I had thought too, until I [...]


Author

Michael Zhuang is principal of MZ Capital , a fee-only financial planner and investment advisor. He is a fan of David Swensen, Jack Bogle and Warren Buffet and he shamelessly steals their ideas to help clients build wealth slowly. Michael lives in Bethesda, MD, a suburb of Washington, DC. Get his free monthly investment report by email here. (What you read here is his opinion, not advice to anybody. )

Twitter: @mzhuang