Investment Strategies
Post Archive
Emerging Markets: A Safe Haven for Asset Allocators?
This article was originally published on Forbes on June 9th, 2019. There’s a surprising asset class that has held up a lot better than the U.S. stock market through recent market downturns. Most readers wouldn’t have guessed that I’m referring to Emerging Markets. President Trump recently tweeted about implementing tariffs on Mexican goods, and…
Read MoreBig Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?
This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony by CEO Mark Zuckerberg, and coming to a head with the Washington Post breaking the story that the Justice department is looking into some of…
Read MoreAsset Allocation Versus Asset Location?
When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.
Read MoreThree Reasons Your Financial Advisor Should Be Reviewing Your Tax Return
This article was originally published on August 7th, 2017, and updated due to recent changes in the tax code as of July 18th, 2018. One of the first questions we tend to ask new clients is whether their former financial advisor ever requested a copy of their tax return. And the answer we usually get in…
Read MoreRisk: The Most Important Question To Get Right
This article was originally published on Forbes on June 11th, 2018. Investors often get hung up on the wrong questions. Should I buy more Apple stock? Should I sell this dog of a mutual fund? How will the Fed impact my bond fund this month? These questions can be important. But they pale in comparison…
Read MoreStop Sabotaging Your Portfolio
This article was originally published on Forbes on June 5th, 2018. When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally sabotaging their success, but the evidence shows it’s still happening. In 2017, the stock markets seemed indestructible, and many investors felt that way as money…
Read MorePredicting Market Returns: When Average Isn’t the Norm
The calm markets of 2017 may have lulled investors into thinking that stock returns are a smooth ride, but make no mistake, portfolio growth doesn’t occur in a straight line. Investors and clients constantly wonder: what sort of returns can they expect? Over the next year? Three years? Ten years? While forecasting short-term performance with…
Read MoreThe Gamble In Your Portfolio That You Might Not Know About
This article was originally published on Forbes on April 19th, 2018. What if there was a bet in your portfolio that you had no idea you were making? You may believe that your foreign stocks are doing well, but those high returns might be from something else. There may be another exposure unbeknownst to you…
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