Getting Comfortable with Being Uncomfortable
Read our 3-part article series to learn more
Get Comfortable with Being Uncomfortable, Part 1: Valuations
When most investors think about “risk reduction” their minds immediately conjure volatility and losses. However, as advisors, we should consider a broader definition of risk that connects more directly to how clients feel about their investments. Specifically, advisors should …
Get Comfortable with Being Uncomfortable, Part 2: Maximum Diversification
In Part 1 of this series, we addressed how valuations on stocks and bonds remain extremely lofty. As a result, it is unrealistic to expect the portfolios that investors have grown comfortable with over the past few decades to produce the returns investors need to achieve …
Get Comfortable with Being Uncomfortable, Part 3: Factor Investing
It is well known that investors in every country around the world have a strong preference to own the stock and debt of their own domestic companies. This home bias is one of the strongest and most pervasive effects in markets. Many investors also express a …