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3 Reasons to Invest in More Than Just the S&P 500

People often make the mistake of investing purely in the S&P 500 because it encapsulates the stocks of 500 large-cap US companies without realizing the risks — or rewards — of a globally diversified portfolio. Consider a globally diversified portfolio to reap rewards beyond the S&P:   1. Tracking Error   The S&P is limited to the US, while a globally diversified portfolio offers lower Continue reading >>

Personal Finance 101: Patience Is a Virtue

We live in a society of immediacy. We’ve become used to services that give us immediate gratification. If you want to be a successful investor, one of the most important attributes — after following financial science and academic research — is patience.   Don’t let short-term market moves interfere with your long-term goals.   Take Warren Buffett, for example. One of the biggest reasons he’s Continue reading >>

Want Higher Returns? Expect Price Fluctuations. Here’s Why…

If you invest in global and diversified equity portfolios and expect to receive high returns, you have to expect there will be times of disappointment. The average return over time has been around 9% in globally diversified equity portfolios.   Set up a plan and no matter what happens during volatility, remind yourself why you are doing what you’re doing. Expect a lifetime investment that includes Continue reading >>

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