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Whether or not you invest in international funds depends on many factors, including your timeframe, goals, risk tolerance and financial situation.
A. Possibly – it depends on your investment timeframe, goals, risk tolerance and financial situation. There may be benefits to including some international equities in your investment portfolio. The biggest is the diversification they could bring to your investment mix, possibly helping to lower your portfolio’s overall risk.
U.S. stocks are doing better than international stocks now, but data from investment research firm Morningstar shows that domestic and international stocks tend to alternate when they outperform each other. If you do decide to invest in international funds, keep in mind that foreign markets carry different risks and may not be suitable for all investors.
Call me to learn more about the possible benefits of investing internationally.
All investing involves risk including loss of principal. International investing involves special risks such as currency fluctuation and political instability. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of: Ariz., Calif., Colo., Fla., Ga., Iowa, Kan., Maine, Minn., N.D., Ohio, S.D., Texas and Washington, D.C.
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