diversification

Your retirement plan should consist of three pillars: accumulation, distribution and diversification.

With fewer publicly traded companies to invest in, putting money into private ones allows for better diversification, they say.

However, they ranked second in terms of diversification and lead global adoption of AI in investing.

We’re trying to give people a comfortable, sensible exposure to global asset prices with as much diversification as possible, with as low a cost and the greatest amount of tax efficiency we can get.

For the stagflation concern, diversification with tax-exempt bonds with attractive tax-equivalent yields is wise.