Diversification

What do riptides and market volatility have in common? They’re scary and potentially harmful—unless you know how to navigate the waters.

Today, people are enamored of U.S. stocks and the attractive returns they’ve delivered. International stocks? Not so much. Giving up on international stocks now in favor of more U.S. stocks […]

With the U.S. market up just 5% and the hottest stocks returning a whopping 50% to 100% this year, some investors may fear they’re missing out. Should you worry? No. […]

Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Chief Investment Officer Dougal Williams shares some valuable investing advice from an unlikely source.

We’ve all met him – the Reluctant Diversifier. Despite the evidence that diversification is the single best way to protect and grow wealth over the long term, this investor continues […]

In a widely publicized bet with hedge fund manager Ted Seides, Warren Buffett wagered $1 million in 2008 that Vanguard’s S&P 500 Index Fund would deliver better returns over a […]

The market decline from October 2007 to early March 2009—known as the Global Financial Crisis—was the worst since the late 1930s. Stocks dropped 60%, investor uncertainty skyrocketed, and trust and […]

In a recent The New York Times article, we shared our perspective that rebalancing serves an essential purpose – to manage risk. That doesn’t mean it’s easy. Buying low and […]

Investors are always looking to find the next Amazon, but is trying find the next “superstock” worthwhile? New research from Professor Hendrik Bessembinder shows that most U.S. stocks don’t beat […]

Despite passive investing’s incredible recent growth, there are several reasons we’re not concerned with indexing becoming too popular.

Uncertainty is a constant in investing. Rather than hope for portfolio gymnastics to deal with unforeseen events, sensible investors rely on diversification and discipline. In so doing, they distinguish themselves […]

Investors have many reasons to despise international stocks today. Chiefly among them is performance: they’ve underperformed large cap U.S. stocks by 7% per year since 2008. Despite […]