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APRIL 2018

 

Building Portfolios: Diversification Without the Heartburn
 

Jim Masturzo, Jonathan Treussard
 

The wisdom of diversifying investor portfolios across a wide range of asset classes is indisputable. But diversifying client portfolios beyond mainstream stocks and bonds comes with challenges, starting with clients’ unfamiliarity with diversifying asset classes and a propensity for clients to regret diversifying when results disappoint.