asset allocation

U.S.-Heavy Portfolios: Domestic Market Optimism or Inadvertent Asset Allocation?
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased today. This may be a good time for participants to reevaluate their asset allocation to see if they may be exhibiting a home country bias— or displaying overly optimistic expectations about the domestic market and/or  Read More →
Di-worse-ification? 4 Ways Your Portfolio Can Become Too Diversified
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
There is a saying that diversification is “the only free lunch in investing.” Since its inception, diversification has fundamentally changed the way people plan their portfolios and handle investment risk. It has become so central to investing that most retirement accounts sink all of their value into mutual funds and exchange-traded funds, which feature diversity  Read More →
What is Diversification? [Video]
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
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Diversification is a critical component of long-term investing. Here is a great video from Fidelity illustrating the benefits and importance of not putting all of your eggs into one basket. Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC, The Summit Group of Virginia LLP, and Fidelity are not affiliated.  Read More →

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