Dec 24

Dec 24 Why Should You Diversify?

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 several years, some investors might be reconsidering the benefits of investing outside the US.

Oct 17

Oct 17 Video: A Look at Recent Market Volatility

Dimensional Fund Advisors LP

Investing

What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns.

While market volatility can be nerve-racking for investors, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful. By adhering to a well-thoughtout investment plan, ideally agreed upon in advance of periods of volatility, investors may be better able to remain calm during periods of short-term uncertainty.

Oct 12

Oct 12 Market Corrections are Healthy and Beneficial

Eric Maldonado

Investing, Financial Planning

Because they keep bubbles from forming – but only if you’re prepared

With the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart investors can cushion such a fall. Why is a market correction healthy and beneficial?