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. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.