Should You Partner with an Individual Wealth Strategist?
how do you manage your emotions?
Do you pay attention to valuations?
In the short-run, valuations are not a concern. In the long-run, securities tend to revert to their intrinsic values.
Do you read analyst reports?
“Go with the crowd 70% of the time” - Bill Gross
What are your investments really worth?
Foreign equities still have a place in the portfolio
How much single stock exposure do you have?
Are you diversified?
Diversification is the only free lunch in finance -
passive or active ?
Active management can play a role in your fixed income allocation
Active management can be a boon to performance in markets that are not efficient with few analysts following the securities.
Are you active or passive? The decision is not mutually exclusive.
Environmental, social, and governance (ESG)