See the details of Rain Dog’s investment strategy with our emphasis on holistic wealth management, tax efficiency, disciplined use of Modern and Post-Modern Portfolio Theory, strategic asset allocation, and use of index funds.

See details of Rain Dog’s proprietary Investment Forecast Model (IFM) including its six elements of capital markets model, federal tax model, investment strategies component, investment strategies component, investor behavior component, investor preferences component, and goal optimization model.

Most active managers fail to beat the market, but Value Line has a long history of being the exception—to such a degree that the Value Line Effect has been cited as an anomaly for the Efficient Market Hypothesis. How do Value Line funds perform, and does the Value Line Effect still apply?

Direct indexing—buying the individual stocks that comprise an index directly—has become popular in the 2020s. Proponents claim lower costs and better tax efficiency. Rain Dog’s analysis finds these claims are more smoke than fire.

Dimensional Fund Advisor funds have been popular recommendations for investment advisors. In this white paper, Rain Dog assesses how Dimensional fund performance compares to similar index funds.