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Is the Traditional 60/40 Portfolio Dead?

By Ellen Anderson | June 15, 2023

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 […]

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Why Should I Diversify?

By Ellen Anderson | April 16, 2021

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 […]

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