Diversification

How to Manage Investment Risk

Financial Plan
Thumbnail image for How to Manage Investment Risk

Tweet I had to use a picture of a Risk game board for this post, since my oldest son Nathan loved to play Risk when he was younger.  He and his friend Ben would play this game for hours, strategizing on how they could annihilate each other and control the world. The essential question in [...]

Read the full article →

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

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

Tweet (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, [...]

Read the full article →

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

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

Tweet (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 [...]

Read the full article →

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

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

Tweet (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 [...]

Read the full article →

Financial Mom’s Investment Philosophy

Financial Advisor
Thumbnail image for Financial Mom’s Investment Philosophy

Tweet 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 [...]

Read the full article →