Tag: diversification

What a Less Dominant America Might Mean For Your Money

I have long suggested owning companies outside the United States as part of a diversified investment portfolio. For most of that time it was unpopular advice. Americans did well betting on America, and the habit of holding primarily US stocks is deeply entrenched. Our...

Managing the Disconnect Between High Markets and Consumer Worry

In mid-May, the S&P 500 hit its eighth consecutive weekly gain and the Dow Jones Industrial Average hit a record close two days in a row. In that same week, the University of Michigan reported that its index of consumer sentiment fell to the lowest level ever...

War, Economic Markets, and Your Investment Fears

War with Iran is adding a new level of chaos to already uncertain times. What about your retirement savings? Is your investment portfolio safe? Is it time to think about pulling out of the stock market? If you’re asking yourself questions like these, please pause and...

Taking a Closer Look At Financial Sacred Cows

Some financial advice is repeated so often it begins to seem cast in stone: Never touch your 401(k). Always diversify. College is the path to success. Debt is dangerous. I recently attended the 2025 Nazrudin Project retreat, a gathering of planners, therapists, and...

Portfolio Guardrails To Help Manage Investing Anxiety

On-and-off-and-on again tariffs. Wars that drag on without resolution. Political gridlock making it nearly impossible to know what policy will look like a year from now. And, the most recent addition to the mix, concerns about state capitalism. My nervous system...