investment

2018 Third Quarter Market Review And “Total Cost Of Ownership”

It's time for our quarterly market review again. This quarterly material is to help you reinforce the concept of diversification, and serve as a reminder that you should view daily market events from a long-term perspective and avoid making investment decisions based solely on the news.  

You could also learn how to evaluate the actual cost of a mutual fund and why it matters from the article, "Total Cost of Ownership”, on the last three slides. Enjoy reading!

The Tao of Wealth Management

Are you checking your investment accounts every single day? Are you constantly looking for stock tips? Are you watching the stock market all the time and afraid of missing any news on the company you invest in? More importantly, are you making investment decisions based on anything mentioned above? If you do, I recommend you read the article I share with you this week. It is written by Jim Parker, vice president of one of our strategic partner, Dimensional Fund Advisors. "It means that in some areas of life, such as investing, greater activity does not necessarily translate into better results." Enjoy reading!

Alternative Reality

When it comes to investing, some investors always want to add something to their current portfolio to reduce the overall volatility. They believe that the more is better, the more complex is better. Since the recent financial crisis, a group of mutual funds focusing on alternative investments and/or strategies have been getting a lot of attractions. But is it a good option for most investors? This week, I will share with you an article from one of our strategic partner, Dimensional Fund Advisors. It covers what those "Liquid Alternatives" are, how they perform overall, and more importantly, what questions you should ask yourself before adding additional types of assets or strategies to your portfolio in the future.