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Spring is in the Air . . .
Spring has arrived along with the warmer weather. Spring is the perfect time to make that check list of To Do’s. Below is a list of reminders for small business owners’. It’s the little things we sometimes miss that can have an impact on our businesses. We hope that you find these reminders helpful.
60/40 is a financial term Wealth Managers use referring to a portfolio mix, or percentage of equities (stocks) versus your fixed income (bonds) investments. The mix of 60/40 has been a standard (and popular) allocation that seeks to diversify investment risk across stocks (growth) and bonds (income).
The 60/40 blend can be modified based on the investor’s stage of life, retirement/income needs and risk tolerance. More recently, the classic 60/40 portfolio blend is being re-thought due to higher equity valuations and the low interest rate environment versus what has recently been a period of increased inflation rates.
#finterms #60/40 #investments #allocation #stocks #bonds
The Next 10 years: Muted Return Expectations
According to a recent article in the Financial Times, the traditional 60% stock, 40% bond portfolio appears to be obsolete due to the probable underperformance of both of its components for years to come. The forward-looking capital market assumptions from many of the world’s leading asset managers and investment consultants imply tepid returns for stocks and bonds for the coming 10 years.
