How to Evaluate Investment Performance
One topic we find to be a frequent source of confusion among investors is performance evaluation. In other words, how should an investor judge the success (or lack thereof) of their portfolio?
Friday, January 27th, 2012
Foreign Exposure: Opportunity for Increase?
While many individual investors may view the underperformance of foreign equities in 2011 as a rationale for concentrating their portfolio in U.S. holdings, we believe the opposite: Today’s depressed valuations in foreign markets may provide an attractive opportunity to further decrease portfolio risk by marginally increasing the non-U.S. allocation.
Friday, December 16th, 2011
Expect the Unexpected
If your last financial market update consisted of reviewing a September 30 quarterly statement, you’ll be happy to learn that October delivered the best stock returns in almost 20 years. This serves as a healthy reminder of both the unpredictability of the markets and the value of disciplined rebalancing.