Getting Your Clients to Think and Invest Globally

Opeila, Nancy
February 1998
Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p56
Academic Journal
This article explores how to effectively communicate the benefits of international diversification--and how to maintain a client's comfort level as market volatility increases. At the foundation of all financial planners' educational efforts are the two basic premises of international investing-- diversification and opportunity. Since markets do not move in phase, a diversified international stock portfolio reduces overall portfolio risk, as poor performance in one market may be offset by superior performance in another market. Certified Financial Planner Richard Moran points out that in the last decades, the argument for international diversification has grown even stronger, supported by a complete reversal of worldwide gross domestic product.


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