Dan Huffman is the founder of Cornerstone Financial Planning, where he helps clients achieve financial independence through real estate investing and factor investing strategies. He lives with his wife and son in Colorado Springs, CO, and they love traveling and hiking in the mountains!

This episode delves into the fascinating world of factor investing, featuring insights from expert Dan Huffman. We discuss the key concepts of factor investing, compare it to traditional active management, and analyze the behavior of various market segments, particularly small-cap value stocks. The conversation serves as a guide for investors, emphasizing the importance of knowledge and confidence in enhancing investment outcomes.

• Understanding factor investing and its importance
• Dan's journey to factor investing during his military career
• Core factors include market cap, value, and momentum
• Discussion on the small-cap value premium and its relevance
• Importance of behavioral finance in investment strategy
• Practical applications of factors using ETFs and disciplined rebalancing
• Encouragement for long-term thinking in investment decisions
• Analysis of the potential impacts of market regime changes

Webpage: https://cornerstonefiplanning.com/

Find Du Charme Wealth Management here:
https://ducharmewealth.com/contact-us/

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[00:00:00] Intro.
[00:01:42] Understanding Factor Investing Strategies.
[00:09:33] Investing in Factor Strategies Approach.
[00:13:57] Exploring Factors in Investment Strategies.
[00:22:45] Small Cap Strategies and Factor Investing.
[00:27:46] Reevaluating Investment Strategies Today.
[00:41:24] Assessing Factor Exposure Methods.
[00:46:13] Strategic Factor Investing Strategies.
[00:59:34] Appreciation for Early Morning Interview.

DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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