Demise of the 60/40 Portfolio

April 25, 2020 According to the Financial Times: “One of the basic rules of investment is coming unstuck, forcing some fund managers to rethink how they build their portfolios.” All to say the classic portfolio structure — 60% stocks and 40% bonds — might be a loser...

Qualified Plans: The Hidden Truth

For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such accounts are often included as part of a benefits package provided by employers, and chances are if you have one, most of...