60/40 Portfolio Title

The good news: Financial advisors, if you invested $100,000 into a 60/40 portfolio 10 years ago (September 30, 2009) and let it

The Best Chart Ever!

Despite an average intra-year decline of (-)13.8% for the S&P 500 since 1980, the average annual return ended up being a positive

You Must Ask!

On June 30th the Securities and Exchange Commission Regulation Best Interest (REG BI) went into effect.  The regulation establishes a best

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