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.

Understanding Risk and Return

Investors hear a lot about risk and return, but what does that mean? Let’s break it down with an explanation of some of the common metrics financial experts use to factor risk and return.

Is Understanding Risk Important? You Bet!

Donny from Sandwich came to see me this past week. Donny is a good guy. He is 60 years old and a retired school teacher. He is married and has a sprinkling of grandkids. Donny hopes to have a long and healthy retirement. He has a pension from the school system but that does not […]