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September 2016 Portfolio Perspective – Could You Be Your Own Worst Enemy? (PDF) (1M)

The investor’s chief problem — and even his worst enemy — is likely to be himself.
The U.S. stock market was down more than 5% two days following the historic Brexit vote.

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August 2016 Portfolio Perspective – Flip a Coin and Learn About Your Portfolio (PDF) (1M)

Even if you don’t consider yourself much of a gambler, you probably can answer this question correctly.

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July 2016 Portfolio Perspective – No One Knows What Will Happen with Brexit… But Long-Term Investors Probably Shouldn’t Worry Too Much

Unlike fans of horror movies, markets hate scary surprises.

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June 2016 Portfolio Perspective – What Many Investors Get Wrong About “Average Returns”

See why the word “average” can be misleading when it comes to investing.

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May 2016 Portfolio Perspective – The Effect of Diversification

In this issue, we look at one benefit of diversification: its potential to protect a portfolio from large losses, which can have a devastating effect on a portfolio’s long-term growth.
Diversification neither assures a profit nor guarantees against loss in a declining market

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April Portfolio Perspective – What Can We Learn from A Supermodel about International Investing?

In this issue of Portfolio Perspectives we see why short-term currency movements should not dissuade you from owning great companies from all over the world.

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March Portfolio Perspective – Three Investment Income Strategies

With interest rates at all-time lows in the U.S and negative in other parts of the world, investors are desperately searching for ways to create sustainable income from their investment portfolios. This issue looks at three strategies that can potentially be used for creating income.

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February 2016 Portfolio Perspective – Falling Back in Love with International Stocks

These tips may help you reboot your relationship with international stocks.

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January Portfolio Perspective – Rolling the Dice on Return Premiums

Here is a great investing lesson using dice and 15 years of return premiums.

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December Portfolio Perspective – The Odds Favor the Optimist

If history is your guide, then there’s no reason to panic during market declines. Share this one with your clients.

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