Investment Philosophy

What Is Diversification, and Does It Work? – Part 3

Diversification
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(This is a guest post, with content written by Symmetry Partners, LLC.   Our firm utilizes Symmetry Partners, LLC for investment management services.)  Part 3 finishes the series on diversification with the concept of correlation. It may help you to look at the picture of a DNA helix – the two main strands are moving opposite of each other, which [...]

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What Is Diversification, and Does It Work? – Part 2

Diversification
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(This is a guest post, with content written by Symmetry Partners, LLC.  Our firm utilizes Symmetry Partners, LLC for investment management services.)  Part 2 continues with the concept of Overlap (thus the puppies picture). Asset Allocation Unfortunately, what we have found, however, is that when investors attempt to diversify, they frequently end up holding several [...]

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What Is Diversification, and Does It Work? – Part 1

Diversification
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(This is a guest post, with content written by Symmetry Partners, LLC.  Our firm utilizes Symmetry Partners, LLC for investment management services.) The past two years have raised many questions about the concept of investment diversification. Why does it appear to work some of the time, but not all of the time? How does an [...]

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Financial Mom’s Investment Philosophy

Financial Advisor
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I am frequently asked what my investment philosophy is, and as it is different from many advisors  in the financial industry, I decided it was time to put it in writing here.   First of all, the basis I use for my investing principles: Markets are Efficient I believe in the efficiency of the markets, not in [...]

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