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Contenuto fornito da Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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S&P 500 or Die? A Case For Diversification

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Manage episode 447799594 series 3404044
Contenuto fornito da Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Is diversification dead? Over the last decade, putting all your eggs in the S&P 500 basket has outperformed diversified strategies.

In this episode, hear Tyler Emrick, CFA®, CFP®, explore why the U.S. market has been on an unprecedented run, why the global market portfolio hasn't kept up, and whether diversification is really the best move for long-term investors. We dive into the rise of ETFs, global market trends, and why the "SPY or die" mentality might not hold up in the future. Learn why diversification should still be a priority despite the recent performance gap.

Here’s some of what we discuss in this episode:

  • Taught diversification is fundamental to the investing process.
  • Why diversification has been a bad idea for the last decade.
  • The reasons why people would want to move beyond the S&P 500.
  • The changes globally that have impacted investing.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

  continue reading

161 episodi

Artwork
iconCondividi
 
Manage episode 447799594 series 3404044
Contenuto fornito da Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Is diversification dead? Over the last decade, putting all your eggs in the S&P 500 basket has outperformed diversified strategies.

In this episode, hear Tyler Emrick, CFA®, CFP®, explore why the U.S. market has been on an unprecedented run, why the global market portfolio hasn't kept up, and whether diversification is really the best move for long-term investors. We dive into the rise of ETFs, global market trends, and why the "SPY or die" mentality might not hold up in the future. Learn why diversification should still be a priority despite the recent performance gap.

Here’s some of what we discuss in this episode:

  • Taught diversification is fundamental to the investing process.
  • Why diversification has been a bad idea for the last decade.
  • The reasons why people would want to move beyond the S&P 500.
  • The changes globally that have impacted investing.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

  continue reading

161 episodi

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