Performance from the classic 60/40 mix of global stocks and bonds isn't enough to meet the long-term return targets of most investors today, DeWolfe said.
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The 60/40 portfolio was hit so badly in recent years that it experienced more pain than stocks for the only time in the past 150…
Some expect it could be time to adapt the traditional portfolio once more, now that fixed income is compelling again.
Investors should be more deliberate with their portfolios amid uncertainty and the shift in the relationship between stocks and…
Morningstar's diversified portfolio, made up of 11 asset classes, beat a "plain vanilla" 60/40 allocation by the widest margin…
Ken Mahoney, CEO of Mahoney Asset Management, said investors should hold onto a "meaningful amount" of cash this year.
Mom and Pop investors seem to be turning away from multi-asset funds and opting for a do-it-yourself approach.
