top of page
Search


Is the 60/40 Portfolio Dead? What Investors Should Know in 2025 and Beyond
The classic 60/40 portfolio once delivered steady growth and balance, but today’s markets tell a different story. Inflation, volatility, and shifting correlations have left many investors asking if 60/40 is dead. This article breaks down why the old model is under pressure and how modern portfolio construction can help investors build strategies that actually work.
Sep 253 min read


Maximizing Your Retirement Planning: Strategic Investment Tips
Planning for your golden years is a crucial step in securing your financial future. Retirement planning involves various investment strategies that can help you build a comfortable nest egg. In this article, we'll jump into effective retirement investment strategies that can pave the way for a worry-free retirement.
Jan 173 min read


Financial Tips for October
With the end of the year approaching, October is prime season for reviewing your benefits and preparing for open enrollment. Financial tips for October include evaluating your health plan, maximizing HSA/FSA contributions, ensuring your retirement contributions hit employer match, and checking your insurance (life, disability, vision, dental). Making informed choices now can deliver big savings and greater coverage in the year ahead.
Oct 1, 20243 min read
bottom of page
%20(500%20%C3%97%20150%20px)%20(600%20%C3%97%20150%20px).png)





