Are You Taking the Right Kind of Risk?

Month: February 2013

February 26, 2013  |  

Are You Taking the Right Kind of Risk?

During my conversations with investors, the topic often turns to investment risk. Most investors understand that they need to take risk in order to earn a return above what is available from the money markets. While there is an almost endless variety of risk in investing, most conversations revolve around the risks of investing broadly in the stock and bond markets. I’ve found that most investors understand that investing in stocks is riskier than investing […]

February 22, 2013  |  

Benefits of a Diversified Portfolio

Diversification is your friend… My colleague Chuck Korger recently recorded this presentation on the benefits of a diversified portfolio. It offers a detailed look at an example of how investors can benefit through diversification across the global capital markets. I trust you will find it helpful as you think about your portfolios construction. While the illustrations included in the presentation are not designed to be specific portfolio recommendations, they do clearly show the benefits that […]

February 21, 2013  |  

Betting Against The House

In this issue of Down to the Wire, Weston Wellington discusses the difficulty of creating an effective long-term investment strategy that is dependent on stock selection rather than broad diversification. To continue reading this post, please click here.