By looking outside their home market, investors can expand their choices and opportunities for higher expected returns. A global approach can also enhance diversification, which may help reduce portfolio risk and volatility.

A historical analysis of active US-domiciled equity funds finds no meaningful relation between market volatility and managers’ success rates; the implication is that traditional active investments may compound your concerns during times of market uncertainty.

The bottom line—as your advisor will confirm—is that as rates move higher, bonds are more attractive,

not less.

The term “ESG” relating to investing has been in the news more and more lately. I think there is a lot of confusion about this topic. I think this short article will help you put it into perspective.

“Making money slowly is much better than making—then losing— money quickly.” —David Booth

It was a tough quarter and long term goals are on target.