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How Much to Invest Abroad?

On 06/17/2013, in Asset Allocation, Equities, by Jordan Wilson

Individual investors may reap diversification benefits by investing internationally.

The level of benefit is based on many factors – cross-country correlations, major industries, domestic companies that operate globally, etc. Over time, global diversification benefits have fallen. However, investing outside your home country is still worthwhile.

The question then, how much should you invest abroad? 

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Financial Tips for College Graduates

On 05/28/2013, in Cash Management, by Jordan Wilson

U.S. News offers 10 financial tips for young adults.

Actually, financial advice for anyone starting out in the work world. Or even for those who have been working for awhile and now want to begin investing.

Good advice. A few comments from my side. 

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Next we will see cats lying with dogs.

In “ETF Expense Ratios Between Countries”, I looked at how the same fund can have widely different expense ratios depending on which exchange it was listed.

I read an interesting article that reinforces a key point I made. And adds a couple more worthy of note. 

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Tips to Diversify Your Portfolio

On 05/12/2013, in Investment Strategies, by Jordan Wilson

Diversification is crucial for long-term investment success.

Proper diversification, that is.

Today, how to better diversify your investment portfolio. 

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3 Essential Investment Rules

On 04/09/2013, in Investment Strategies, by Jordan Wilson

StreetAuthority looks at three essential investment rules of master investor, Peter Lynch.

Excellent investment advice for those wishing to invest in individual equities.

Unfortunately, I do not know any non-professional investors who could actually follow two of the three keys. Ah, the joys of investment advice.

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Portfolio Rebalancing Strategies

On 09/03/2012, in Investment Strategies, by Jordan Wilson

Defining a target asset allocation is critical to investment success.

Equally important is ongoing portfolio monitoring and periodically rebalancing the actual asset allocation back to your target allocation.

The Wall Street Journal has a good article on strategies for rebalancing investment portfolios.

Worth reading in its entirety, buy I want to highlight a few points. 

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Are Investors Driven to Trade?

On 07/26/2012, in Investment Strategies, by Jordan Wilson

I like a general buy and hold philosophy for investing. Find solid, well-diversfied, low-cost investments (i.e., passively managed index funds), acquire by dollar cost averaging, and only adjust holdings to reflect your target asset allocation over time.

But can investors follow this model?

Or are we hard-wired to be traders? 

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Planning to Start Investing?

On 07/11/2012, in Investment Concepts, by Jordan Wilson

Just starting to invest?

Perhaps you just graduated from school, got your first real job, and now want to start saving money and building wealth.

Or maybe you are older but personal issues precluded you from beginning to seriously invest for future retirement. Student debt, home mortgages, and children, are just a few things that greatly impact the ability to invest for individuals in their late 20s and 30s. But now you have decided to focus on wealth accumulation.

Regardless of where you are in the life cycle, today some good tips for those beginning to invest. 

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Target Date Funds

On 06/18/2012, in Investment Strategies, Mutual Funds, by Jordan Wilson

I keep seeing target date mutual funds pop up in my daily readings. Presumably that means they are a popular item  at the moment.

I can understand why target date funds might be popular with investors. However, they are not investments I would normally recommend to clients.

Here is why. 

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Vanguard 2012 Economic Outlook

On 06/08/2012, in Economics, Learning to Invest, by Jordan Wilson

As we move through 2012, uncertainty exists over global economic and financial markets.

Which countries’ economies will prosper? Or maybe the better question is, which countries’ economies will not completely crater in 2012? Which equity markets should investors consider? What should I do about all the market volatility?

There are many concerns out there for investors.

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