Asset Allocation

Probably the happiest period in life most frequently is in middle age, when the eager passions of youth are cooled, and the infirmities of age not yet begun; as we see that the shadows, which are at morning and evening so large, almost entirely disappear at midday–Thomas Arnold 1795-1842, British Educator, Scholar As you move [...]

Emerging markets are less developed countries that are improving their free-market economy and standard of living. Emerging markets include such countries as Brazil, Russia, India and China. The question is whether an emerging market mutual fund should be a part of a diversified portfolio. to answer that question, several things should be considered, including the [...]

I like good values. Whether I’m buying a car, an investment property or a stock mutual fund, the last thing I want to do is overpay. For this reason, my portfolio is value overweighted. By the way, if the term overweighted is new to you, all it means is that the percentage of my portfolio [...]

This has been a hot topic as of late. How much should one invest in international or foreign stocks? Let me first say that the question, as phrased, is a touch on the arrogant side. We Americans just assume that everybody knows that by domestic we mean U.S. stocks. I guess everybody does understand that, [...]