Global Diversification

3 Practical Reasons Why Global Diversification Makes Sense

Many investors hold portfolios concentrated in domestic stocks, a practice known as “home-country bias”, but is this really the smartest strategy? Just take a look at this chart.

Source: 1

Vanguard did a study and found that investors have, on average, a home-country bias, where they tend to own more equity of their resident country than the market-cap weighting would

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Brian PerryBrian Perry
How Diversification Won the “Lost Decade”

How Diversification Won the “Lost Decade”

The first decade of the 2000s was a difficult one for investors.

As the new millennium dawned, the ebullience of the boom turned into a sharp market sell-off, highlighted by the collapse of many previously high-flying tech stocks. By the middle of the decade, markets recovered, but a credit crisis soon ensued, followed by the Great Recession. Newspapers referred … Read more

Brian PerryBrian Perry

How to Turn $3,000 into $50 Million

Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – Places to Retire, Ways to … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #130

Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You?

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’re one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which … Read more

Guest:  Daniel Prince

Podcast #113

Your Money, Your Wealth Hr. 2

Larry Swedroe joins Bobby Gahvari, CFP® and Joe Anderson, CFP® to talk about the latest in the markets. Larry explains why oil prices have dropped and why it’s not a bad thing. He also gives advice on whether or not to time the market. Joe and Bobby finish off this hour by discussing how retirement has changed in the last … Read more

Guest:  Larry Swedroe Larry Swedroe

Your Money, Your Wealth Hr. 2

In this second hour, Joe and Al continue the discussion on the recent market downturn. What do you do with your investment portfolio after the market crashes? Stick to your plan, don’t let emotion cause you to make poor decisions and remember to rebalance to remain within your risk tolerance.

7:19 “Bonds should be used to help with the volatility … Read more

Your Money, Your Wealth Hr. 2

In this second hour of the podcast, Joe Anderson and Senior Financial Planner, David Cook discuss risk and recency bias. Find out how to properly diversify your portfolio and be aware of the ever-changing nature of the market.

4:36 “If you can’t explain the fee structure back to me, then you really shouldn’t own it”

8:34 “You want to make … Read more

Your Money, Your Wealth Hr. 1

Joe and Al discuss new fiduciary standards from the DoD. Paul Merriman later joins in to discuss his series of articles about investment performance, sharing his latest investment strategies based on new research covering asset classes, active vs. passive investing, rebalancing, expenses and more. Merriman will be speaking at a AAII workshop in May, see details below.

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Guest:  Paul Merriman Paul Merriman