The BC Journal

ARE 60 / 40 PORTFOLIOS DEAD?

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.

November 2021 Market Insights

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:

  • BC Blog: Are 60 / 40 Portfolios Dead?
  • Summary of the equity markets and interest rate environment
  • Valuing one of NH's natural gems and more on energy

Click the image below for the full report.

October 2021 Market Insights

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:

  • Thoughts on an atypical October in the markets
  • Summary of the equity markets and interest rate environment
  • Where has all the housing gone and inflation du jour

Click the image below for the full report.

It’s Time to Dust Off Your Estate Plan

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).