Blog Posts Filed Under asset-allocation
International Stocks: Worth It or Waste of Money?
By Beth Stringer
Your portfolio has 30% international stocks that underperformed for 15 years straight. Sell them? Double down? The answer depends on your tax situation, rebalancing discipline, and whether you believe mean reversion. We walk high-income investors through the framework: valuation gaps, currency hedging, emerging markets risks, and the tax complexity no one mentions.
War, Market Volatility, and Your Portfolio: Historical Perspective
By Beth Stringer
"War, Market Volatility, and Your Portfolio: Historical Perspective" provides high-income investors with data-driven analysis of how geopolitical conflicts actually impact financial markets. Drawing on research from BlackRock, J.P. Morgan, and the NBER, this guide reveals that markets are more resilient to geopolitical shocks than expected—with conflicts typically causing temporary volatility lasting around 20 days. The article examines historical performance from World War I to 9/11, explains why U.S. stock volatility is 33% lower during wartime, and provides practical portfolio strategies for managing geopolitical risk. Designed for investors with $250k+ portfolios, it includes actionable allocation frameworks, tactical hedging approaches, and explores how advisor fee structures impact decisions during volatile periods.