If you are a US based investor, you can be forgiven for ignoring Emerging Market stocks over the last few years. Investors tend to gravitate towards good returns and Emerging Market returns have been anything but good in recent years. However, things are looking up for this overlooked asset class. 2016 was the first positive …
Tag: wealth management
Statistics Show…
I remember picking up my one and a half year old daughter from her nanny's house a few years ago. I walked into the backyard to find my daughter climbing a tall "jungle gym" - the nanny was watching from about 40 feet away. I immediately ran over to catch my daughter in case she …
What Is The Point Of Bonds?
I think investors often miss the point of bonds in a portfolio. And not just individual investors - pension funds, financial advisors and portfolio managers are guilty as well. In my opinion, the role of bonds in a diversified portfolio is to reduce the overall risk of the portfolio. Plain and simple. Because stocks have …
Investing Backwards
Investing backwards is easy. Here is how it works: you take a look at a stock/mutual fund/asset class/allocation that has performed very well over the last few years and that's where you invest. Done. Super easy. The problem is that investors do not make money looking backward - that money has already been made. Investors …
Diamonds
I often meet people with investment accounts at Edward Jones, Merrill Lynch, Morgan Stanley, etc. When they learn that I am an Independent Financial Advisor the next question is usually this: "how are you different from my guy at insert brand name broker here"? I think the following story about purchasing a diamond ring helps …
The Naperville Financial Planner 