Over long periods of time, investors can benefit from consistent exposure in their portfolios to both U.S. and non-U.S. equities – large and small; value and growth. Check out this short video with Dimensional’s Joel Hefner explaining how diversifying globally and emphasizing the dimensions of higher expected returns can improve the chances of having a successful investment experience.
This is why Park + Elm is focused on designing globally diversified portfolios, minimizing investment costs and keeping our client’s risk tolerance at the forefront of our investment philosophy. Check out the examples in the video…