Morningstar Advisor - August/September 2011 - 53

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Investor Insights & Outlook
Investment Updates from ABCo.
2
A World of Opportunity
investors seek to
investors
to
A World of Opportunity
As trade barriers continue to break down, the world
participate
in this wave of
this wave of
or are they getting all they need here at home?
or are they getting all they need here at home?
Historically, foreign investments have acted in a
Historically, foreign investments have acted in a
significantly different way from domestic investments.
When the U.S. market slumped, various opportunities
abroad have prospered. An American investor who put
foreign
significantly different way from domestic investments.
some
money into foreign
markets
may
When the U.S. market slumped, various opportunities
while still attaining attractive returns. With the spread
while still attaining attractive returns. With the spread
of globalization, this benefit decreases as companies
across the globe are acting more like each other.
However, as the image illustrates, an investor who
advantage of options outside
of globalization, this benefit decreases as companies
However, as the image illustrates, an investor who
across the globe are acting more like each other.
However, as the image illustrates, an investor who
However, as the image illustrates, an investor who
doesn't
of globalization, this benefit decreases as companies
of globalization, this benefit decreases as companies
developed stock market opportunities in the world.
States is missing out on roughly half of the investable
3
ABCo.
4
5
States is missing out on roughly half of the investable
developed stock market opportunities in the world.
States is missing out on roughly half of the investable
while still attaining attractive returns. With the spread
while still attaining attractive returns. With the spread
across the globe are acting more like each other.
while still attaining attractive returns. With the spread
abroad have prospered. An American investor who put
significantly different way from domestic investments.
When the U.S. market slumped, various opportunities
abroad have prospered. An American investor who put
some money
As trade barriers continue to break down, the world
economy has become a small neighborhood. Should
economy has become a small neighborhood. Should
globalization,
abroad have prospered. An American investor who put
may have reduced risk
However, as the image illustrates, an investor who
doesn't take advantage ofoptions outside of the United
across the globe are acting more like each other.
United
ABCo.
reduced risk
6
ABCo.
Investment Updates May 2011
5
Take Advantage of Tax-Deferred
Accounts
One of the main reasons why retirement accounts
are so beneficial is the power of tax deferral. In a
tax-deferred investment vehicle such as a 401(k)
plan or an IRA, your earnings are not taxed until
you begin withdrawing money from your account
in retirement. Consider the image. A hypothetical
value of $10,000 is invested in both a taxable and
a tax-deferred account. The difference in value
between the two accounts becomes quite
substantial after 20+ years. For investors with a
long investment time horizon, a tax-deferred
portfolio is an excellent choice.
Please keep in mind that once you begin to
withdraw money from your retirement account,
you will be taxed accordingly. However, since you
will most likely earn less in retirement, withdrawals
from a deferred portfolio may be taxed at a lower
rate.
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Morningstar Advisor - August/September 2011

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