Why Global Equity

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.

Disclosures from Rocaton
Rocaton is registered as an investment adviser with the U.S. Securities and Exchange Commission.  Rocaton’s Form ADV, Part 2 is available upon request.  The information included in this publication has been taken from sources considered reliable.   No representations or warranties are made as to the accuracy or completeness of this information and no responsibility or liability (including liability for consequential or incidental damages) is assumed for any error, omission or inaccuracy in this information.  This information is subject to change over time.  This publication is not intended as investment advice.  Before acting on any information contained in this material you should consider whether it is suitable for your particular circumstance.   Any opinions expressed in this publication reflect our judgment at this date and are subject to change. No part of this publication may be reproduced or redistributed in any manner without the prior written permission of Rocaton Investment Advisors, LLC.
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