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2023 Could Be the Year to Welcome Back the 60/40 Portfolio

2023 Could Be the Year to Welcome Back the 60/40 Portfolio

  Bond yields are the highest they’ve been in 15 years, and stocks appear less expensive than before. The odds are now in favor of the balanced portfolio.   Last year was bruising for investors across the board. With the S&P 500 down 19%, the Nasdaq lower by 33% and the Bloomberg...

Women & Finance: Planning for Longevity and Vitality

Planning for Longevity and Vitality   If you’re an avid reader of health and science journalism, you have likely noticed the recent emergence of longevity as a buzzword. This shouldn’t come as a surprise, for most people it’s relatively easy to make a case for a lifestyle that maximizes one’s...

New Challenges and a New Direction

Markets delivered relatively good results in the first quarter. With stocks up approximately 7.5%, investors are perhaps looking ahead to a recovery in the economy and earnings, while shrugging off new challenges in the banking sector. These challenges may prompt a new direction for the Federal...