A recent study found that older investors, rather than younger ones, are more inclined to increase their equity allocation to ...

With today’s investors up against increasing challenges in the continued search for enhanced long-term returns, downside protection and portfolio diversification, many are looking beyond the ...

However, current market conditions may actually slow your portfolio’s growth right now. With interest rates set to remain historically low for the next few years, a 40 per cent investment in bonds is ...

For those drawing from a more traditional portfolio of stocks and bonds, there is another huge risk lurking within the dispersion of their portfolio’s returns. More specifically, it’s entirely ...

While the traditional portfolio asset mix of 60 per cent in stocks and 40 per cent in lower-risk bonds has served financial advisors and investors well for many years, some in the investment ...

What’s necessary is a more modern version of portfolio construction that focuses on the risk/return characteristics of investments, rather than traditional asset labels.

Introduction “Desperate for returns, pension funds have piled into private markets in recent years” (Taking Back Control 2020). According to this claim—formally known as a reach for yield—pension ...

And the biggest challenge their advisers face today is managing client expectations in a world where traditional portfolio models no longer behave as expected. The 60/40 model, once a reliable ...

When it comes to retirement planning, the traditional portfolio of 60% invested in stocks and 40% invested in bonds may not be the way to go, according to GenWealth Financial Advisors' Scott Inman ...

So think of it this way if you expect the 60/40 to perform the way it has historically: If 40% of your portfolio is hibernating and only expected to earn about 1.9% on the top end for the next few ...

The traditional 60/40 portfolio of stocks/bonds, long considered great blend of risk/return, is now in big trouble. Year to date, a 60/40 portfolio has dropped nearly as much as a 100% stock one ...