Diworsification – Can You Take Diversification Too Far?
Key Takeaways: Diversification can be overdone – there is a point where adding another investment to your portfolio can be harmful to the risk/return profile The goal of portfolio diversification is to reduce volatility – owning assets that don’t always move in sync with one another. Naively attempting to diversify your portfolio by investing in […]
Markets are Digesting a TON of Information
Over the last few months, market volatility has dramatically increased. The CBOE Volatility Index or VIX, created by the Chicago Board Options Exchange, is a real-time market index representing the market’s expectations for volatility over the coming 30 days. The VIX started the year at just over 17 and has already reached over 28 during […]
Top 10 Personal Finance Best Practices
As more investors seek out and embrace personalized asset management and individualized financial advice, industry tycoons Vanguard and Russell Investments researched the value created by professional advice. Both companies measured the impact on investor returns when partnering with an advisor who provides skilled management and guidance. Russell Investments identified up to an additional annualized […]
Some Perspective on the Fed’s Latest Meeting
Key Takeaways With ongoing inflationary pressures and a continued decline in the unemployment rate, the Fed appears ready to pick up the pace of normalizing monetary policy. The Fed confirmed that at this point they plan to raise the fed funds rate at the March meeting but reiterated that the pace and frequency of rate […]
