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.