Time To Abandon The 60-40 Portfolio
A growing number of advisors, academics and prognosticators are urging the investment community to abandon the traditional 60-40 balanced portfolio.
A growing number of advisors, academics and prognosticators are urging the investment community to abandon the traditional 60-40 balanced portfolio.
The investment manager already had considerable exposure to cryptocurrencies.
Two of the forces driving the investment world in 2021 -- ETFs and clean energy -- collided last week and generated an extraordinary amount of money.
Dimensional Fund Advisors announced late last year plans to convert six tax-managed mutual funds into ETFs.
Over time, 90% of participants who are automatically enrolled in their retirement plan increase their deferral rates.
Wood is looking for science fiction: rockets and robots, mobile connectivity, 3D printing, sensors, deep learning, artificial intelligence and more.
Custom indexing allows for infinite customization around what investors care about: taxes, ESG, income and other factors. Every iteration will vary.