Month: May 2015 (Page 1 of 2)
Glide paths are built from historical return assumptions: but do past returns from U.S. stocks paint too rosy a picture?
Tactical fixed-income is more important now than it has been in the past 30 years, but fixed-income warrants a different tactical approach than equities.
The prospect of rising rates is constantly in the news, but simply shortening duration may not protect a portfolio. Doing so could result in a worse outcome
The 60/40 Forecast: 0% through 2025
By Corey Hoffstein
On May 26, 2015