Keep Calm and Remain Diversified
A short- and long-term review of the power of diversification.
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Markets Are Cyclical, Your Success Should Not Be
If history has taught us anything, it is that markets are cyclical. They rise and they fall, and just when investors convince themselves that something has changed, the pattern continues. Investors who understand this about the markets possess a distinct advantage.
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The Next Inflection Point? A Conservative Approach for U.S. Equity Investors
Yacktman Asset Management
The U.S. equity market has benefited from a strong rally lasting nearly 9 years. During this time, U.S. equity valuations have inflated and decoupled from other developed markets. This insight presents a potential solution to help investors seeking U.S. equity exposure while managing the risk of a potential downturn.
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More About Yacktman Asset Management
Insights From Our Fund Advisers on Market Volatility
Read comments on recent volatility from our network of fund advisers.
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Rebalancing International Equities: What to Know. What to Consider.
Given the lessons of market history, the question is not if international equities will outperform their U.S. cousins, it is when. Consistently rebalancing your portfolio is key.
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The Pitfalls of Emotional Investing and How to Avoid Them
Knee-jerk reactions to market fluctuations can lead to buying high and selling low, making it difficult to stay on track and achieve long-term financial goals. Remaining invested in a diversified portfolio for the long-term can help avoid the pitfalls of emotional investing.
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An Age-old Paradigm to Client Conversations: Their Knowledge on Risk
Our research shows 90% of investors cannot identify common measures of risk, yet 80% of investors consider themselves at least somewhat knowledgeable about investing. This gap in understanding presents an opportunity for advisors to add value for their clients by building a shared understanding about risk and diversification.
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