While many individual investors may view the underperformance of foreign equities in 2011 as a rationale for concentrating their portfolio in U.S. holdings, we believe the opposite: Today’s depressed valuations in foreign markets may provide an attractive opportunity to further decrease portfolio risk by marginally increasing the non-U.S. allocation.
Archives for December 2011
Our profession is often misunderstood. When a new acquaintance inevitably asks: “What do you do?” I say that I’m a CPA and a financial planner with an independent, fee-only wealth management firm – I help families with their financial decision-making. “Wealth management, huh?” This typical response is followed by comments about
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser. Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.