Global Portfolio: A Case For Owning the World

Sometimes people look at their portfolios and wonder why they own international stocks, specifically in emerging markets. What they may not realize is that because they have a global portfolio, the assets within that portfolio are not always moving up or down in lock step. It could be said that these people are recency biased.   Investors with this type of bias expect what worked Continue reading >>

Surviving the Stock Market: Stay Ahead Of Your Emotions

All stocks have to be owned by someone. Investors essentially have long-term ownership in the world’s businesses. Like any owners, they get paid last. But often, especially if they globally diversify their portfolio, they also get paid most. And, like any owners, they are often the first ones affected by revenue changes, which can be scary.  Managing human emotions are the major driving force behind investor Continue reading >>

How Are You Planning For Retirement?

Retirement preparation is about planning and adhering to the plan, which includes both saving and investing.   Many plan from the start to live on withdrawing 4% of their investable assets per year in retirement, which fluctuates as time goes on, according to the value of their account. This relatively small withdrawal rate can help insulate them from market declines because they know that amount Continue reading >>

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