Is the 60-40 Strategy Dead and Buried?
Investment Types
Is the 60-40 Strategy Dead and Buried?
November 24, 2022 by in Investment Types

The 60-40 portfolio strategy is a touchstone for the industry, and shorthand for the tried and trusted method of protecting capital from wild market swings. There are endless variations on this theme, largely dependant on client risk tolerance and time horizon, but the navigational starting point of a “balanced” 60% stocks and 40% bonds mix has endured.

More
Share
Managing money in a rising interest rate environment
Choosing a Financial Advisor
Managing money in a rising interest rate environment
March 17, 2022 by in Choosing a Financial Advisor

Canada’s benchmark interest rate hit an all-time high of 16% in 1991 – and here investors are in 2022, freaking out over projections it’ll touch 1% by June. But there’s a reason for the current unease. Despite rate increases being forecast the minute governments and central banks opened the floodgates on trillions of dollars of stimulus, things have now “got real”.

More
Share