Tips For Using Annuities In Retirement

Drawing on Jasmin Sethi’s comprehensive paper “Should We Have More Annuities?”, an article in Morningstar discusses how annuities might fit into a retiree’s portfolio. Annuities face both legal and practical…

The Importance of Diversification

A recent article in Vanguard argues that diversification is the best way to control the risk that is necessary to generate portfolio returns. Here are the main takeaways: Fund type…

The Importance of Diversification

A recent article in Vanguard argues that diversification is the best way to control the risk that is necessary to generate portfolio returns. Here are the main takeaways: Fund type…

International Equities and Diversification

The evolution of the global economy has changed the relationship between U.S. and international stocks such that equity investments in many developed companies provide little diversification benefit. This according to…

If You Think You're Diversified, Think Again

Diverging performance doesn’t necessarily signal true diversity, says Nomura quant strategist Joseph Mezrich. This according to a recent article in Barron’s. While selecting stock groups based on different characteristics should…

Home Investing Bias Overrated

A recent Morningstar article reports that most U.S. investors have a home bias and suggests that “foreign stocks should represent a considerable portion of most investors’ portfolios.” “Home bias isn’t…