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.
Enclosed is our latest Market Insights report - a monthly 1-page distillation of timely market and economic news along with commentary on relevant business and personal planning topics.
Our ongoing goal is to share valuable insights and actionable thoughts gained from our perspective as investment advisors, financial planners and corporate finance professionals.
In this edition, you will find:
Click the image below for the full report.
Enclosed is our latest Market Insights report - a monthly 1-page distillation of timely market and economic news along with commentary on relevant business and personal planning topics.
Our ongoing goal is to share valuable insights and actionable thoughts gained from our perspective as investment advisors, financial planners and corporate finance professionals.
In this edition, you will find:
Click the image below for the full report.
A properly drafted comprehensive estate plan is an important financial tool that can do many things. First and foremost, it provides a framework for the distribution of your estate (i.e., who gets what, when, and under what conditions, if any).
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Wealth Management Services (“Investment Advisory”, “Financial Planning”, “Retirement Planning”, “Estate & Wealth Transfer Planning”, “Exit Planning”, “401(k) & 403(b) Advisory & Management”, “Qualified Plan Design & Consulting”) are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD#105666. Registration does not imply a certain level of skill or training.
Investment Banking Services (“Pre-Transaction Planning”, “Business Valuations”, “Buy-Side & Sell-Side M&A Advisory”, “Debt & Equity Capital Advisory”) are offered through Baldwin & Clarke Corporate Finance, LLC.
Insurance Planning Services (“Life Insurance Planning”, “Disability Insurance Planning”, “Long-Term Care Insurance Planning”, “Shareholder Life Insurance Planning”, “Executive Benefit Planning”, “Key Person Insurance Planning”) are offered through Baldwin & Clarke, LLP.
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