US-based investors may believe they know America best. Accordingly, they are liable to put the bulk of their investments in stocks and bonds of US-based companies and in US federal and municipal fixed income securities. Given the size and relative safety of this market, that may seem a sound approach. Yet this strategy has some holes. “Home bias”1 can limit your investment opportunities and constrain your ability to benefit from diversification.
In this episode, Wes and Nick discuss topics like stewardship and materialism, how our mortality can and should impact how we live our lives and by extension, manage our resources, and the moral perils and challenges that arise as we accumulate wealth.
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social Security funding and a reduction in the number of defined benefit (DB) employer plans—historically, the primary retirement savings vehicle for many—is causing investors to make decisions they have never had to face about how to save for retirement.
In this episode, Wes and David discuss topics such as the risk of not thinking critically before adopting the latest technology, the difference between innovation and invention, and the role of empathy and connection in decision-making.
This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.
What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.
We're breaking down the pros and cons of dollar-cost averaging and the role it plays in investing.
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
Remember, future returns are the reward we receive for bearing today's uncertainty.
There are a number of parallels between riding a bike and becoming a disciplined investor. We touch on the three that stand out the most and how we think they can contribute to better financial outcomes for investors.