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Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
Does the 60/40 Portfolio Still Work in Today’s World?
Can a portfolio be properly diversified and still carry more risk than you think? The 60/40 model has been a cornerstone of investing for decades. But markets have changed. What happened, and why is this classic strategy once again at the center of the debate?
NOVEMBER AND ITS IMPACT ON YOUR PORTFOLIOS
November had a very positive impact on nearly all portfolio components. Stocks approached a 10% increase, and 10-year government bond prices also rose due to declining yields.
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