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Preparing for rising interest rates could be as simple as expanding the number of asset classes used in the portfolio. An analysis of three differently constructed 60/40 portfolios indicates that more asset classes systematically rebalanced could protect clients from changes in rates.
February Chart Talk: The 60/40 portfolio beat nine of 16 core asset classes over the last 10 years.
Get sidelined investors back into the market by incrementally adding additional asset classes to the portfolio. It's a "market timing" approach that, in time, will result in a more diversified and better-performing portfolio that will encourage clients to stay invested during the next market swoon.
Diversification is just as important—maybe even more so—to retirees as it is to investors accumulating assets. In this study of six asset allocation models, retirement portfolios that were diversified into the largest number of asset classes enjoyed the highest returns and ending balances.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025