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Tag: take the long view
A Fortunate Pho-to
Are you seeking your financial fortune? We recently found ours in a fortune cookie. Excellent advice … and the pho was tasty too.
“Take the Long View®” Put to the Mini-Test
- Allocate intentionally. Your asset allocation was a decision we made together, based on the mix most likely to help you achieve your unique goals. Any random day (or month, or even year or few) shouldn’t change that.
- Diversify globally. Your globally diversified portfolio typically includes roughly 12,000 stocks from the US and beyond. You’re already set to receive appropriate exposure to risks and expected returns from worldwide markets.
- Rebalance habitually. Rebalancing sounds easy, but it takes guts, and is hugely important. It’s as close as we get to leveraging market moves, trimming high-flying asset classes (selling high) and restoring recent underdogs (buying low), according to your personalized portfolio plans.
- Take the Long View.® Everything we do is about putting the math on your side. What happens in the short run is tough to predict. But we know what the science of investing says, and we’ve built your portfolio accordingly.
Tao and the Art of Investment Advice
Guided by a board of financial academics and a mission to advance the science of investing, Dimensional Fund Advisors might seem like a surprising source for an article promoting the Tao principle of “wei wu-wei,” or a way to “do without doing.”
But it’s not so surprising, once you appreciate how challenging it can be to Take the Long View® approach to patient, persistent investing – instead of continuously indulging in hyperactive bursts of trading activity.
Vice President Jim Parker of DFA Australia explains the difference in his recent article, “The Tao of Wealth Management.”
At Hill Investment Group, we share Dimensional’s perspective, advising our clients on how to build and preserve personal wealth through a “less is more” approach to their investing. Instead of spinning our wheels chasing today’s crisis or predicting tomorrow’s hot trend, we dedicate our energy to substantively improving our clients’ personal and financial well-being.
In short, while it may seem as if our course is a quiet one, we work hard every day to help our clients achieve wei wu-wei.