Beyond Indexing: An Optometrist's Guide to Factor-Based Investing

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Recorded01 May 2025

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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.How can optometrists improve their portfolios beyond basic index funds, without risky trading? Evon Mendrin provides an OD's guide to Factor-Based Investing.Evon discusses:What factors are and their role in investment returns.Five criteria to identify reliable investment factors.Key factors: Market, Small, Value, Profitability, Investment, and Momentum.Why factors exist, explained through risk and behavioral finance.Common misconceptions around factor investing.Practical tips for implementing factors in your portfolio, including tilting and core-and-satellite approaches.Who should and shouldn’t consider factor investing based on goals and risk tolerance.This episode highlights a disciplined, long-term investment strategy. While it's certainly not guaranteed, it can be an evidence, research-backed approach to improving your portfolio without falling into the trap of active investment trading. Resources Mentioned:Ep 94: Why Active Investment Management Fails with Andrew Berkin, PhD"Your Complete Guide to Factor-Based Investing" by Andrew Berkin and Larry SwedroeMovie: DFA's Tune Out The NoiseQuestions?Email Evon at [email protected] Connected:Click here to Subscribe to the Eyes On The Money Newsletter for weekly financial insights tailored specifically to optometrists.Have Questions? CLICK HERE to schedule a short introductory callIf you enjoyed this episode, please leave a review and share it!Thanks for listening!The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

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