Diversification

Despite recent headwinds, REITs — publicly traded funds that own, finance, and manage real estate properties — remain a valuable part of a globally diversified portfolio.

Are you unknowingly limiting your investment potential? Discover the dangers of home bias and how a globally diversified portfolio can help you achieve your financial goals.

The third quarter of 2024 brought outstanding returns for financial markets. CEO and Chief Wealth Officer Dougal Williams recaps performance and other highlights including The Fed’s rate decision, Nvidia’s record […]

Editor’s note: This article was originally penned in September 2017 by our late colleague Gordie Gorsuch. Although we have updated the data and observations, Gordie’s timeless advice lives on. There’s […]

At the mid-point of 2024, the year has been an excellent one for investors. Despite setbacks in April, the S&P 500 has returned over 15% in the first two quarters. […]

Ah, the Magnificent Seven. No, this isn’t a music review of 1980’s hit song by U.K. band The Clash, but rather a different perspective on the stock market’s current darlings: […]

Markets hit record highs in early 2024, but concerns persist. Are higher interest rates a warning sign? Watch our Q1 recap for key takeaways and insights on what’s ahead.pt.

This month, IBM made headlines on news that customer demand for its artificial intelligence (AI) technology pushed profits above analyst expectations, boosting its stock price to the highest level in […]

2023 was a remarkable year to be an investor. The year began with headline recession warnings on the heels of double-digit declines in the U.S. stock and bond markets. Through […]

Market timing can be costly. Find out how emotional investment decisions create a significant “behavior gap” between market returns and what most investors actually earn.

When Bill Walsh transformed the beleaguered San Francisco 49ers into Super Bowl champions in just two seasons, he accomplished something no other NFL coach previously had. The secret to his […]

It has been a tough year to be an investor, with nearly every asset class around the world taking its lumps. With a globally diversified, balanced stock and bond portfolio […]