Archive for August, 2013

GLOBAL INVESTMENT TRENDS AND STRATEGIES

August 16, 2013

In recent years, having a home bias has paid off for investors- American stock markets have outperformed other developed markets and trounced the losses in many emerging markets- but will it continue to do so? Two global investment pros, David Darst of Morgan Stanley and Peter Langerman of the Mutual Global Discovery Fund, will discuss where you can find the highest quality businesses at bargain basement prices. Continue Reading »

DIVERSIFYING WITH THE PROS

August 16, 2013

What is one quality that makes our WEALTHTRACK guests stand out? They practice what they preach! David Darst and Peter Langerman tell us how they’re staying diversified in their personal portfolios.

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IS IT TIME TO ABANDON A GLOBAL STOCK PORTFOLIO?

August 16, 2013

Probably not. Consuelo is sharing a report that answers that question from Gerstein Fisher, an independent investment advisory firm based in New York City.
As US stocks have outperformed their foreign counterparts in 2013, individual investors may be tempted to reduce international exposure in favor of greater allocations to US equities. By doing so, investors would be

“falling victim to what in behavioral finance is called availability bias – the belief that easily recalled recent outcomes (in this case, US market outperformance) will persist going forward. It is this bias that compels emotionally driven investors to buy last year’s winners and sell the losers.”

Click to download  "Is it Time to Abandon a Global Stock Portfolio?" from GersteinFisher

Click to download “Is it Time to Abandon a Global Stock Portfolio?” from GersteinFisher

TWO RECOMMENDATIONS FOR END OF SUMMER READING

August 15, 2013
David Darst recommends:
Peter Langerman recommends:

ELLIS’ SECRETS TO INVESTMENT SUCCESS

August 9, 2013
[box style=”info”]During second week of pledge campaigns on public television, WEALTHTRACK is revisiting one of our most informative programs. Charles Ellis discusses what to look for in the firms you place  your trust in. Watch it again. Continue Reading »

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