The Wealth Advisor

For HNW investors, the traditional 60/40 portfolio no longer offers the diversification they need. Learn why top advisors are beginning to allocate 20% to private markets.

(GeoWealth) The 60/40 portfolio has served many investors well for decades, but the challenges facing today’s high-net-worth clients, including the need for diversified return sources beyond public markets and protection against inflation that can erode substantial wealth, require sophistication beyond what the traditional model allows.

The latest market developments present a pivotal moment for advisors as the Federal Reserve resumes its rate-cutting cycle.

The Federal Reserve’s newest policymaker, appointed by President Donald Trump, laid out his argument for aggressively lowering interest rates.

AgriFORCE revealed that it is abandoning its core agritech identity and rebranding as AVAX One, signaling a complete strategic shift.

Enthusiasm for Michael Saylor's Strategy (MSTR) — and some of its numerous imitators — has been fading.