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Diversify with Global Investing

Watch this video on YouTube Around twelve years ago the South Dakota Investment Council combined two of their asset classes, domestic and international stocks, into one, global stocks. While this move didn’t make the nightly news, it did signify a growing trend....

Surprising Leadership Qualities Financial Planning Clients Look For

Watch this video on YouTube Do you expect a financial planner to be a strong leader? Most clients—89%, in fact—do. This finding, from a survey conducted last fall by Advisor Impact for the Financial Planning Association, is hardly surprising. What is surprising,...

Protect Yourself When Hiring Contractors

Watch this video on YouTube This time of year, half the homeowners in town are trying to hire landscapers. All of us check our phones even in the middle of meetings or medical appointments, because we desperately hope it might be the yard guy calling back. As my wife...

Diversification As An Investment Anti-Depressant

Watch this video on YouTube “We are in both a depressing and boring investment environment.” That not-so-cheery statement came from Cliff Asness, Ph.D., managing and founding principal of AQR Capital Management, LLC, in a recent address to investment...