How do you convince mass-affluent clients to think more globally with their investments? Very carefully, if our coverage in the current issue is any gauge. Stock returns in the U.S. have been phenomenal in the years since the crisis, which prompted many investors to turn their thinking inward. (This is further cemented by the broader political mind-set of many Americans who do not want to get involved in the Middle East-militarily or otherwise.) Or so goes the conventional wisdom.
I worry, however, that mass-affluent investors (i.e., your clients) are more shell-shocked than they appear at first glance. The U.S. bull market is a great talking point, but the one caveat is that many investors missed the party.
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