Portfolio Advice, Talking Points, and Useful Resources
- Despite banking scares, economic setbacks, inflation, geopolitics, and even higher valuations, the historical record of the stock market, both in
the U.S. and overseas, shows that long-term optimists are rewarded. - There are always plenty of reasons to diversify, but now more than ever diversification is essential. Building portfolios that are resilient to changing market conditions requires finding investments that fit our investment philosophies.
- The behavior gap, in which investor returns fall well below investment returns, is real. Financial advisors help close that gap through the use of many existing and new behavioral finance tools.
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