TheLiveBigWay Digest – Speaking Globally…

Financial Times, the venerable 126 year old London based newspaper, has named Elissa Buie to its inaugural FT Top 100 Women Financial Advisers list for 2014. In compiling the list, FT set out to identify the 100 best women financial advisers in the U.S. The guiding principle was to assess advisers from the perspective of current and prospective investors. More than 400 advisers were evaluated by FT and its sister company Ignites Distribution Research. Learn more about FT’s methodology and Elissa.

We’ve received a few inquiries of late from clients wondering why their portfolios haven’t been soaring as the S&P 500 has been hitting new all time highs. The reason is that our portfolios are not allocated solely to U.S stocks, let alone U.S large company stocks, as represented by the Dow and S&P indexes. Our portfolios are instead “geographically neutral,” which is to say, we allocate the stock portion of our portfolios to each country and region in a way that’s proportional to their respective share of the world stock market. And, as you might imagine, we believe there are powerful arguments for doing so. Read on to learn more about the virtues of global diversification.

Elissa and Dave have been in Seoul, Korea this week, having been invited to speak at the Korea Financial Planning Association’s annual conference. Dave will deliver the keynote presentation in which he will describe the three phases of good retirement planning and the best, science-based approaches to achieving client success. Elissa, meanwhile, will be discussing the best research-based approaches for developing strong client relationships that lead to financial planning success. Find out more about Elissa and Dave’s presentations and see a few pictures from Seoul.