International
Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreElections Matter… for Financial Planning
While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...
Read moreWebinar with Apollo Lupescu from Dimensional Funds
Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.
Read moreReplay: Webinar with Tony Coniaris of Oakmark Funds
We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...
Read moreBEW Webinar with DFA’s Apollo Lupescu, PhD
Apollo is matchless at weaving together data, anecdotes, and behavioral biases to educate investors on how to make sound, evidence-based decisions. His...
Read moreReplay: Webinar with Former U.S. Ambassador to Germany
We enjoyed a fascinating conversation with John Emerson, Vice Chairman of Capital Group and former U.S. Ambassador to Germany. Here are some...
Read moreBEW Webinar with David Polak of Capital Group
David then unpacked how 2021 has affected his views on China (made him more wary), taking us through how the government approaches which sectors to support and which to regulate. He...
Read moreElection Years and the Stock Market: Don’t Play Politics with Your Portfolio
Most everyone is tired of hearing about the election. We are too. Still, considering the event’s significance and our conversations with worried investors, we want to share some...
Read moreLast year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...
Read moreIn sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...
Read moreAvoid Home Bias When Investing
Today, a few clicks lets you buy stocks anywhere. With the world's stocks on every menu, investors' have collectively allocated capital according to the cartogram. Yet individually, investors...
Read moreSeafarer’s Story: How and why we added Seafarer Overseas Growth & Income Fund to our Portfolios
Naturally, Dorian Gray came up in a discussion about emerging market currencies (the connection is obvious right?!). Andrew Foster, founder and portfolio manager of Seafarer Funds, was...
Read moreHow to Approach Down Periods in the Markets
In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...
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