153. If Not a 60-40 Portfolio, Then What?
A year like 2022 doesn’t come around too often but those significant market corrections we saw in both equities and bonds made many people begin to wonder about the effectiveness of the traditional 60/40 investment mix. Some people are even saying that there is no...
148. It Is The Perfect Time for Pre-Retirees to Consider FIAs
When things are down, everyone’s risk profile gets much more conservative. Emotions shift as the market does, and we spend a lot of time consulting clients to help them keep balance. One of the products that we discuss more in this type of environment is the fixed...
146. Are Bonds a Good Investment During a Recession?
If you go back to October of 2022, you’ll find the worst 12-month period ever for bonds. With the pressure on the economy, bonds struggled right alongside many other investments. The last year showed us many investors move to bonds during periods of volatility, and...
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