New Approaches to the 60/40 Strategy

If you’re following the old strategy of investing 60% of your assets in equities and 40% in bonds, you may be exposing yourself to more risk than you thought. It’s time to rethink old ideas, because you deserve more.

Is Your Investment Portfolio On Thin Ice?

A nice couple from West Falmouth, let’s call them Ben and Mary, came to see me last week. Part of their New Year’s resolution is to start to take their investments seriously. Ben and Mary moved from the Boston area a few years back. They are 58 and 55 respectively, have saved about a million […]

Investing Again: Three Things to Keep in Mind

With the economy looking less hostile by the day, a lot of former investors are dusting off their savings accounts and looking for ways to get their money back into the market. Be it in stocks, bonds, treasuries, real estate, currencies, commodities, Here are a few tips to keep in mind if you’re looking to […]