Simplifying the Investment Strategy Debate In the world of investing, the 60/40 portfolio has long been hailed as a tried-and-true strategy for achieving a balanced and diversified approach. It typically consists of allocating 60% of the portfolio to stocks and 40% to bonds. However, as the financial landscape evolves and new investment opportunities emerge, questions […]
Do you ever wonder if your portfolio is diversified enough? Or maybe you get the sense it’s missing something? If you answered yes, you are not alone. As the access to alternative investments has increased in recent years, investors like yourself have been looking to incorporate them into their portfolios. But how, and is it […]
Concerns of an inflation comeback are ramping up among investors and Wall Street professionals alike. Here, as qualified retirement financial advisors, we break down some of the basics of inflation and how it impacts you and your retirement planning. What is inflation? Inflation is the rate at which a chosen basket of goods and services […]
As a portfolio owner, one of the most important investing lessons is diversification. A retirement financial advisor will tell you that a well-diversified portfolio can help you achieve your long-term goals and may limit your portfolio’s volatility (ups and downs) compared to a portfolio representing a single asset class (like a fund or ETF designed to […]
Robin: Hi Robin Tull with Tull Financial Group for this Financial Friday. I’m here with Ellen Anderson, our Director of Investments and we just want to talk a little bit about some of the questions that we’re getting. The first topic we want to discuss is about a recent piece I wrote about disruption. When […]
