Why We Stay Globally Diversified in Shifting Markets
Markets do ebb and flow over time – but there are periods in time when prices can get excessively high, particularly in the growth corner of the market, like we see today. We have made a conscious effort to tilt portfolios to value companies, the type of companies that have outperformed growth companies by roughly 20-30% over the past century.
A Financial Advisor’s Guide to Holiday Shopping
Even though there is a ton of advice floating around about how to be financially successful, many people still struggle with managing their money. The truth is, financial success doesn’t need to be complicated, time consuming, or overly restrictive.
