ELAINE F. PHIPPS, MBA, CFA - PORTFOLIO MANAGER
The 60/40 portfolio has long been viewed as a win-win for investors. Conventional wisdom advocates a model portfolio holding a mix of 60% stocks and 40% bonds. This has historically delivered solid returns with moderate volatility, allowing investors to sleep well at night.
While the 60/40 can benefit any type of investor, it is especially appealing to those nearing ...
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