What is Asset Allocation?

Posted by:

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?

Asset Allocation

Big picture, an asset is anything beneficial you have or have coming to you. For our purposes, it’s anything of value in your investment portfolio. After bundling your investable assets into asset classes, we allocate, or assign, each asset class a particular role ...

Continue Reading →
0

2018 Market Review

Posted by:

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a decline in the fourth quarter, resulting in a –4.4% return ...

Continue Reading →
0

Should You Diversify?

Posted by:

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. 

For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index returned 1.86%, and the MSCI Emerging Markets Index returned 0.78%. As US stocks have outperformed international and emerging markets stocks over the last ...

Continue Reading →
0

Market Volatility

Posted by:

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

From September 30th to November 20th, the US market (as measured by the Dow Jones Total US Stock Market Index) fell -10%, resulting in many investors wondering what the future holds and if they should make changes to their portfolios. While it may be difficult to remain calm during a ...

Continue Reading →
0

Diversification: Alternatives – Risk Reduction or Added Complexity and Costs

Posted by:

If there’s one thing you can count on, both in life and investing, its’ uncertainty. That’s why we save and invest to begin with. We save and invest today, hoping our money will grow. We act on our aspirations for a bright financial future, but we never know for sure.

It stands to reason, then, if there were a credible, evidence-based way to ...

Continue Reading →
0
Page 1 of 4 1234