What is Asset Allocation?

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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 ...

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2018 Market Review

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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 ...

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Should You Diversify?

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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 ...

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Market Volatility

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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 ...

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The ABCs of Education Investing

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With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.  

Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.

THE CALCULUS OF PLANNING FOR ...

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Diversification: Alternatives – Risk Reduction or Added Complexity and Costs

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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 ...

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Sustainable Investing

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If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?

But is this a new and better way to invest for the greater good or just another ...

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7 Things To Do Right Now While Market Volatility Returns

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On Friday, the Dow closed down almost 600 points (2.34%) on trade war fears. However, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors and us seasoned investors have forgotten what volatility feels like and how panic-inducing those times can be.

Experience and evidence alike show us how severely volatile markets test investor resolve, sabotage ...

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