Winter is Coming For the Static 60 / 40
Filed Under: Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management

Published by Alexander Tjiang on Aug 24, 2020

With yields & credit spreads historically low, market valuations historically high, the static 60/40 may be hard pressed to maintain its historical 7% nominal return in the coming years. In this Ethos we share a number of strategies for a potentially... Continue reading