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The Case for Global Diversification Thumbnail

The Case for Global Diversification

54% of the world’s equities and capitalization - in other words, the goods and services being sold - are based in the United States. We look at many portfolios from prospective clients, and the number one mistake we see is a lack of exposure to the world economy - the other 46% out there.

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The Purpose of Bonds in Your Portfolio Thumbnail

The Purpose of Bonds in Your Portfolio

As investors, many of us want to take action, even when doing nothing is sometimes better. To make matters worse, even in a relatively flat, unsensational financial year, news shows are always looking for something sensational to talk about.

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