FusionIQ: Stop Tinkering With The 60/40 Allocation And Get Back To Work!
(FusionIQ) Preparing to write this article, I found 119 articles on the death of the 60/40 portfolio, the comeback of the 60/40 portfolio or the “new” 60/40 portfolio.
Then I stopped counting. In fairness, many of them were quite good. While this may seem like overkill, the reality is that the 60/40 portfolio, for many, is the goldilocks allocation of risk. And that is not a bad thing, but it is also not enough to guarantee success.
CPAlliance: 3 Reasons You Need a TAMP
(CPAlliance) In our previous blog, Adding Personal Financial Planning to Your Practice Without Drowning, we discussed the importance of partnering with the right TAMP and scaling back your tax practice to invest more time in your financial planning practice.
Gen Z is Expecting a 40-Year Retirement. Good Luck, Experts Say.
Generation Z displays striking confidence when it comes to their retirement, according to a recent survey.
HR Will be a ‘Massive Use Case’ for A.I.
Experts say employers should watch out for these costly risks for A.I.
‘When Overbought Is Bullish’
Oppenheimer sees S&P uptrend reaching 4,600 — here are 2 ‘strong buy’ stocks to bet on it.