◀ The Principal Blog

Investing Beyond the Borders



After World War II, the U.S. became the world’s undisputed economic leader. American investors looking for a wide range of opportunities needed to look no further than their own back yards. Investing outside the U.S. was seen as unnecessarily risky. But today, even with the Greece-triggered euro…

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Lions, and Tigers, and Retirement Plans? Oh my!: Criteria to Help Take Advantage of the Transition Period



Recently, I took a trip to the world-renowned Henry Doorly Zoo in Omaha, Nebraska.  I was a little disappointed, at first.  The eastern boundary of the zoo had a path carved through it, but was full of equipment and machinery.  The construction meant no giraffes, zebras or pachyderms (elephants,…

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