Category: Securities
Long Term Investment Truths Part 1
We believe a long-term investment philosophy is key to creating and preserving wealth. While many investors claim to be “long-term” oriented, many of these self-proclaimed...
The Hidden Cost of Owning Too Many Investments – Part 2
While diversification is a crucial way to spread risk across multiple investments, over-diversification1 occurs when a portfolio owns too many investments. In this instance, there...
The Hidden Cost of Owning Too Many Investments – Part 3
As we reviewed in the two previous posts, diversification is an effective way to reduce risk. If you own too many investments, however, there can...
The Hidden Cost of Owning Too Many Investments – Part 1
Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns?...
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