Dimensional Fund Advisors: Why Should You Diversify?

Dimensional Fund Advisors: Why Should You Diversify?

March 7, 2016 in Dimensional, Evidence-Based Investing, Investing by Sheri Iannetta Cupo

Still Going Global

We’ve said it before and we’ll no doubt say it again. In fact, because it’s so important, we dedicated one of last summer’s Investment Basics Series installments to global diversification, “your super power to help you manage that market risk by spreading it around, widely and globally.”

In this year’s markets, the message bears repeating so disparate global returns don’t tempt you to concentrate your holdings too close to home. This time, we’ll share Dimensional Fund Advisors’ observations, which complement our own. Their conclusion and ours remains unchanged: “Investors can benefit from consistent exposure in their portfolios to both US and non-US equities.”

To Read More Open PDF: Why Should You Diversify?

Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director

[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.