Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, ...

The common recommendation of holding 60 ... 40 portfolio? PHAM: Typically, investors, if they are concerned about the equity markets, will also try to find some safe investment from the fixed ...

A new report from Morningstar compares the classic 60/40 investment mix to an all-stock portfolio, with surprising results.

The traditional 60/40 portfolio may "no longer fully represent ... However, a 20% allocation in private assets is on the aggressive side, Arnott said. The total value of private assets globally ...

Jim Carroll, Ballast Rock private wealth senior wealth advisor and portfolio manager, joins Wealth to explain why the classic 60/40 portfolio allocation may be falling short amid recent bouts of ...

“You put 60% of your money into stocks (think growth and energy) and the remaining 40% into bonds (the steady, reliable part of your investment meal). This mix has existed for ages, giving you ...

The 60/40 portfolio, stocks to bonds, has long been the tried-and-true method for those building their retirement nest eggs with a safety net of diversification. But times, they are a-changing and ...