TheLiveBigWay* Digest – Toward a Truly Global Portfolio

TheLiveBigWay* Digest – Toward a Truly Global Portfolio

In this edition of the Digest, we discuss a portfolio strategy update, the financial planning award Dave was recently honored with, and an announcement regarding our upcoming client event.

Moving to a “Geographically-Neutral” Allocation
You’ve often heard us say that it makes sense to be “geographically-neutral,” that there is no systematic return associated with geographic allocation. One exception in recent years has been an extreme under-weighting of so-called Emerging Markets, which for some time represented less than a tenth of their true market weight in our portfolios.  We moved to shift that balance in January (The Case for Emerging Markets) and are about to make a further shift toward emerging markets that will complete this transition to a geographically-neutral allocation.

Click here for more details on how we will be achieving this shift.

And the Heart of Financial Planning Award goes to….Dave Yeske!
Dave was recently awarded the Heart of Financial Planning Award by the Financial Planning Association® (FPA®) at their annual conference this past weekend in San Antonio, TX.

Save the Date – Upcoming Client Event
Please join us for the Yeske Buie San Francisco Open House on Thursday, October 25th from 4pm-6:30pm. There will be a special appearance by the Bayshore Lyric Opera Company as well as food and drinks from No Way Jose.

-The YeBu Team