John Montgomery Founder and CIO of Bridgeway bio image

John Montgomery

Tammira Philippe President, CEO, and Head of Strategic relationships at Bridgeway bio image

Tammira Philippe, CFA

Elena Khoziaeva Head of US Equity at Bridgeway bio image

Elena Khoziaeva, CFA

Tammira Philippe President, CEO, and Head of Strategic relationships at Bridgeway bio image

Tammira Philippe, CFA

Christine Wang Portfolio Manager at Bridgeway bio image

Christine Wang, CFA, CPA

Andy Berkin Head of Research at Bridgeway bio image

Andrew Berkin, PhD

Our recent analysis suggests that long-term investors may not need to worry about what’s happening with the price of oil.

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John Montgomery Founder and CIO of Bridgeway bio image

John Montgomery

The financial media has given a lot of coverage to the concept of timing the market using Robert Shiller’s “CAPE ratio.” As a statistic, we think the CAPE ratio is interesting but it has a number of shortcomings. More importantly, we believe the activity of market timing is fraught with severe risk.
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Andy Berkin Head of Research at Bridgeway bio image

Andrew Berkin, PhD

As the spring of 2014 winds down, we have just marked the fifth anniversary of the current bull market in equities off the lows of the financial crisis. Many investors are wondering how long this rally can continue. One cause of concern commonly expressed is that interest rates might increase, resulting in a stock market decline.
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Andy Berkin Head of Research at Bridgeway bio image

Andrew Berkin, PhD

Now that 2013 has drawn to a close, those of us who care about tax efficiency (and that should be about everyone with a taxable account) should note an important anniversary. 2013 marked the 100th anniversary of the ratification of the Sixteenth Amendment, and with it the inauguration of regular income tax in the United States. This year also most assuredly marks the 100th anniversary of investors seeking greater tax efficiency.
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