• Research and data-driven behavioral insights to guide client conversations

  • Practical application of behavioral finance to portfolio construction, management and analysis

  • Ideas, guides and materials designed to differentiate and grow your practice

  • Current market conditions from the Behavioral, Economic, Valuation, and Technical perspectives

How to Tune Out the Noise

Once again, we’re experiencing an upsurge in the noise around market volatility, increasing concerns about a trade war with China and future monetary policy. This can be overwhelming for the average investor and certainly hard to know when to be concerned and when to tune out the noise. Our market dashboard below shows that, while things may be noisy, there is no indication of an impending economic or market meltdown. We continue to follow the trade negotiations between the US and China and track whether they begins to tilt our market indicators.

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What’s Your International Exposure?

The surging US economy and stock market have left international markets behind, with the S&P 500 Index beating the MSCI EAFE Index1 by 7.1% per year for 11 years. But US equities don’t always outperform the rest of the world, and the potential of international equity returns shouldn’t be overlooked. Currently, most investors are under-allocated to international equities and now might be a good time to invest more overseas.

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Is Your Portfolio Global Mush?

Most investors end up with over-diversified portfolios that are costly and deliver poor performance. The typical asset allocation model and subsequent investment in a group of diversified funds often results in a portfolio of “Global Mush” with literally thousands of tiny positions.

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Why Stocks Aren't Risky

While stocks deliver unpredictable returns in the short-run, stocks are the least risky choice to build wealth over longer time periods. As the investment horizon increases, loss of purchasing power becomes the main risk.

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Contact

AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 365-N
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com