Factor Investing: 3 Equity Factors You Need to Consider

How do you feel when you see that your accounts have lost their value? Most people are not excited when they see their investments go down. However, we want to avoid any knee jerk reactions to market swings when investing for the long-term.

Statistics show that trying to time the market will lead most people most of the time to poorer results compared to an index. Rather than trying to time the market or choose one company over another at RPS we consider factors that have historically outperformed.

Company size, value, and profitability have helped investors in the past, however there is no promise that they will into the future. Join us as we discuss what factors we look at when constructing portfolios.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.