You don't have to be an expert in every region to benefit from the opportunities those regions represent. A well-structured portfolio can help capture returns where and when they occur. Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the … [Read more...] about The Randomness of Global Equity Returns
Out of the Matrix: Part 2
It's a great big world out there. At Scottsdale Wealth Planning, we build well diversified, global portfolios as the cornerstone of our long-term wealth plans. And each spring when the latest Dimensional Funds Matrix Book is released, our commitment to this approach is further confirmed. In today's video, DFA VP Joel Hefner uses Matrix Book data to illustrate the importance of global diversification and discipline by comparing the historical performance of US and emerging markets stocks over … [Read more...] about Out of the Matrix: Part 2
Out of the Matrix: Part 1
There's an exciting buzz around the office whenever the new Dimensional Fund Matrix Books are delivered. The books themselves are beautiful: Page after page of mesmerizing returns data, large enough to share comfortably around a conference table. As we flip the pages, endless opportunities present themselves to discuss the benefits of global diversification and the value of balanced investment portfolios. Over the course of the next week, we'll be presenting a few of those discussions and … [Read more...] about Out of the Matrix: Part 1