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The Future of the 60/40 Portfolio

Investment experts say it’s not the percentages of a 60/40 portfolio that need to change for it to be effective in the future—it’s the components.

What a Year!

With so many bigger issues facing the country, much has happened that almost seems unnoticed.

Sequence of Return Risk

There’s more participants should understand than just cutting back on equities.

Value Judgment

How to best assess an advisory firm’s worth for a merger or an acquisition.
Art by Jackson Epstein

Investment Product and Service Launches

Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger Berman collaborate on CIT distribution; and more.