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Time to Revisit Your 60/40 Portfolio Expected Return for 2018 and Beyond

 

You don’t have to be neck-deep in the financial field to know that the markets have been at all- time-high levels recently. Did you know that since the U.S. November 2016 election, there have been over 50 record-high market closes? As a result, your investment plan may not align with your goals or be working hard enough for your changing priorities. While a 60/40 portfolio may have worked in the past, it might be time to revisit your strategies to make sure they still make the most sense for you.

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Is Sustainable Investing Becoming Mainstream?

 

If you’ve followed investment news these past three years, you may have come across terms such as socially responsible investing, ethical investing, or sustainable investing. Investors have always wanted options and diversification, but the rise of new investment strategies shows that people are becoming more aware of the impact their money has on society.

 

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Three Unexpected Reasons Your Retirement Plan May Fail

 

We all aim to have a secure retirement, where we can focus on our passions and family without having to worry about money. But according to a CTV News survey, 40% of Canadians are worried about their future retirement. (1) Even if you do feel confident in your retirement plan, you may not be aware of unforeseen risks to your retirement. Here are three common yet unexpected reasons your retirement plan could fail:

 

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Does Longevity Risk Mean A New Financial Solution?

 

If you enjoy running as much as I do, you may have noticed an increase in runners with grey hair the last time you were at a race. This is a fantastic sign that our generation is taking care of themselves. Participation in consistent physical activity has many benefits for our general health and often leads to a better quality of life. Not surprisingly, healthy life habits also lead to an increase in the quantity of life as well. Have you factored the possibility of an extended retirement into your financial plan?

 

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