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Tag: stock portfolio

A Portfolio Built for the Next Decade | Financial Advisors
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A Portfolio Built for the Next Decade | Financial Advisors

This Nov. 9 marks the 402nd anniversary of the Pilgrims' first glimpse of the New England coastline. And while Plymouth, Massachusetts was not the original destination choice for the Mayflower passengers – it was actually northern Virginia – their journey to America was marked by, among other things, remarkable courage, curiosity and a willingness to quickly adapt to their new surroundings.At first glimpse, the investment landscape for financial advisors today appears to be characterized by more problems and less promise. The current investment landscape includes both high inflation and the low probability that we'll emerge from the Federal Reserve's rate hikes – five and counting so far this year – without an economic recession of some kind.Beyond these gray clouds, though, remains an ...
Is the 60/40 Portfolio Dead? | Financial Advisors
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Is the 60/40 Portfolio Dead? | Financial Advisors

As stocks and bonds sank in tandem this year, market watchers couldn't help but wonder aloud: Has the traditional 60/40 portfolio outlived its usefulness?"Considering the tough year for the markets, the chorus of the 'death of the 60/40' portfolio tends to get louder," says Melissa Shaw, wealth manager at TIAA in Palo Alto, California. Shaw notes that the 60/40 portfolio is down more than 20% for the year, causing many financial advisors and investors to question the viability of the mix. Here are some factors for financial advisors and others to weigh as they consider changes to the way assets are allocated in their portfolio: Pros and cons to a 60/40 portfolio now. Finding a suitable mix of assets. There's no one-size-fits-all strategy. Pros and Cons to a 60/40 Portfolio NowA portf...