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Thematic Investing for 2010 and Beyond
Eric Linser, CFA | Jan. 25, 2010
If the crippling financial events of 2008 and 2009 proved one thing, it's that investors need to rethink the entire philosophy of "portfolio management."
Today, some of the best-performing managers around the world manage their portfolios more ...
Higher Asset Allocation Weighting in Portfolios
Phil Diamond, CFA | Nov. 23, 2009
In a similar vein to Silicon Valley companies outsourcing information technology (IT) operations to India, so too should investors consider making such a move by shifting their asset allocation to a higher international weighting in both stocks and bonds, a move we have continually called for in client portfolios. A reminder of why we are doing this more ...
With Recovery in Sight, Time to Rebalance
As an advisor, rebalancing is the financial equivalent of eating your vegetables. At its most basic, rebalancing forces people to set an investment strategy and realign their portfolios to match it. For older investors, that might mean shifting to bonds and cash. For younger investors with more time to recover from stock drops, it might mean moving from large-cap to small-cap stocks, or domestic stocks to international stocks.
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I remember an advertisement in the 1980's with GM trying to rekindle the Oldsmobile brand but proclaiming that "It's not your father's Oldsmobile." It obviously didn't work, and in 2004 the last Olds rolled off the assembly line. In a similar vein, the tried-and-true static asset allocation that has been preached for ages of having your investments allocated 60% to stocks (equities) and 40% to bonds (fixed income) has gone the way of Oldsmobile or for that matter, GM.
Well, I think more ...
Eric Linser, CFA | July 30, 2009
If you listen close enough, you might hear the stampede of retirees running down to Wal-Mart for the newly opened "greeter" position. I hope it doesn't come to that, but it is tough to make ends meet, especially when expenses are up and income is down.
Those just retiring or looking to retire definitely know there is risk in their investment portfolios. They face risk from outliving their savings and from inflation which more ...
Eric Linser, CFA | June 15, 2009
Currently, Americans are experiencing a market occurrence so improbable and unpredictable that economists believe it to be a once in a lifetime type of event. The result, of course, is many portfolios are in disarray. So how do you recover your losses while at the same time managing risk in your portfolio? Although economists are calling this a “Black more ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.
