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What is “Home Country Bias” in investing?

Posted on December 6, 2017

What is “Home Country Bias” in investing?

Every day we enjoy the benefits of an interconnected world. We might start our day with a cup of coffee that originated in South America, check our email on a smartphone designed in California and manufactured in Taiwan, then shower and change into clothes woven from Egyptian fabrics before driving a German-made car or riding […]

Filed Under: Newsletter // Tagged: asset allocation, DFA, Dimensional Fund Advisors, diversification, emerging markets, investing, investment management, mutual funds, wealth management

Index investing is better than active management in less efficient markets, too

Posted on August 26, 2014

In an August 19, 2014 article on the CBS MoneyWatch website, author Larry Swedroe tackles the question of whether active management can generate superior results to index or asset class-oriented strategies in less developed market segments, like emerging markets stocks. One argument often made by advocates of active management – or stock-picking – is that […]

Filed Under: Investment Management, Services, Wealth Management // Tagged: active management, asset allocation, emerging markets, index funds, investing, investment management, mutual funds

OUR LOCATIONS

Our Portland office is conveniently located off Highway 217 in the Lincoln Center office complex.

Lincoln Center 5
10200 SW Greenburg Road, Suite 320
Portland, OR 97223

Our Bay Area office is located in downtown Santa Cruz.

615 Water Street
Santa Cruz, CA 95060

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