Accountable Update

Home Bias and Global Diversification

Home is where the heart is, or so the saying goes. That is apparently also the case for our investment dollars if a statistic quoted in an April CNBC.com article is accurate. According to the author, Elizabeth MacBride, Americans average only 15% exposure to foreign stocks.

Considering that foreign stocks represent just under half of the world’s market capitalization as of Q3 2017, it is probably worth a reminder that the answer to "Should You Own International Investments?" is the same as when I last broached the subject in March. Yes, you should. But a better question may be, should you own more? 

Your 2017 End of Year “To Do” List

With so many distractions this time of year, you may think that personal finance would be the last thing on people’s minds. However, taking a little time to add some personal finance “To Do’s” to your year end list could be the best present you could get for yourself or loved ones this year.

Happy Thanksgiving 2017

Pennybacker Bridge High Shot Happy Thanksgiving.jpg

Happy Thanksgiving to all ATX Portfolio Advisors customers and Accountable Update readers. 2017 has been a bountiful year! As a small gesture of appreciation, we will make a $1 donation to charity for every new Accountable Update subscriber through the rest of the year. (That is in addition to the $500 per new account we will contribute to Eanes Education Foundation).

Thanksgiving is a day of gratitude, followed by the day of madness known as Black Friday, then a day of generosity known as Giving Tuesday. See what I had to say about "Giving Season" back in 2015 in It's Not Just Holiday Season.

Have a safe and Happy Thanksgiving!

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