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allocation

4 Tips for Investing After an Election Season

Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.
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With a Little Help from My Friends

A popular Beatles tune contains the lyrics, “Oh, I get by with a little help from my friends.” These comforting words of wisdom can apply to many aspects of life, including the investing world. Sometimes it takes the help of a few friends to provide better solutions for clients, and that’s exactly what happened back in 2003.
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Have Broad Diversification

The rewards from investing can be captured most consistently by creating a well-diversified portfolio that is engineered to optimize the risk/reward trade-off inherent in the stock market.
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Include Value Stocks

The fundamental axiom of modern portfolio theory is that risk and return are related. Investment strategy is defined as the science of capturing the maximum return at a stated level of risk. The asset class of value stocks represents a distinctive risk for which we expect compensation. When the risk and return characteristics of value stocks are blended with other asset classes, the result is a diversification benefit. Therefore, including value stocks in a broadly diversified portfolio is expected to increase return while reducing risk.
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Include Small Cap Stocks

There are only two reasons to add an asset class to your portfolio. Either you want it to reduce risk or you want it to add return. Adding small cap stocks to a portfolio of large cap stocks can do both. Small cap stocks have provided returns with a different performance pattern than large cap stocks. In addition, small cap stocks have...
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Have an Appropriate Allocation to Equities

One of the most important investment decisions an individual can make is the determination of an appropriate allocation to equities. Popular beliefs have always and continue to label bonds as a “safer” investment than equities. History demonstrates...
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