Volatile markets, as we’ve experienced recently, can be unsettling for many long-term investors and cause them to question their carefully laid investment plans. As a client of Lexington Wealth Management, your particular plan most likely includes having an allocation to both U.S. and international stocks. Year-to-date, however, international stocks have not fared well relative to their domestic counterparts, and you may now be questioning the wisdom of investing overseas.
As you know, Lexington Wealth Management partners with Rocaton Investment Advisors out of Norwalk, CT. They forecast long-term returns for a variety of asset classes and work with us to develop portfolio strategies that are intended to balance growth and preservation of capital. This timely piece authored in collaboration with Rocaton offers an explanation for the divergence in performance and a rationale for maintaining an exposure to international stocks.
We encourage you to take a look and, as always, please don’t hesitate to reach out to your advisory team if you have any questions or concerns about your investment portfolio.