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.
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