portfolio

Is a 60/40 portfolio design right in 2024?

by Brian Swerdlow   Many retirement researchers claim that as the economy becomes more chaotic, those with traditional 60/40 portfolios could experience substantially better performance than those who've taken on added risk.- Brian Swerdlow Many retirees and pre-retirees enter 2024 burdened by fears of further monetary instability, inflation, and perhaps even social unrest.  Some of [...]

By |2024-02-20T17:18:09+00:00February 16th, 2024|Business Owners, Investing, Leave a Legacy, Money News, Protect your wealth, Retirement, Taxes|
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Daniel Stewart : Is the traditional “60/40” Portfolio design dead? – Don’t count on it!

As the economic environment becomes more chaotic, pre-retirees with traditional 60/40 portfolios may experience substantially better performance than those who have weighted their matrix with riskier investments. by Daniel Stewart 2022 is reaching its' painful conclusion, with many seniors in a state of uncertainty and fear. Some Americans are so afraid of making mistakes with [...]

By |2022-12-30T21:17:29+00:00December 30th, 2022|Leave a Legacy, Protect your wealth, Retirement|
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