Key Takeaways The 60/40 portfolio no longer reflects modern market dynamics, according to José Minaya of BNY.A better model is a 50/30/20 portfolio that balances equities, bonds, and alternatives, he ...
Vanguard's latest launches, focused on after-tax returns and higher yields for clients, reflect a broader industry shift as ...
Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...
The following model stock portfolio is focused on capital appreciation using institutional-quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...
An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...
"All those mutual fund models are going the way of the dodo, and you have more folks using now actively [or passively] managed ETFs, alongside third-party index ETFs," said Brett Sheely, vice ...
The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...
Garfield Township, Michigan – October 27, 2025 – PRESSADVANTAGE – StephenTwomey.com has published a new article titled “Alternative Investment Opportunities 2026: Trends & What’s Next”, providing ...
TwentyFour Dynamic Bond (GB00B57TXN82) is an actively managed choice from our Top 50 funds, this invests in corporate bonds, ...
Over the past decade, technology has revolutionized every industry imaginable. Yet, few sectors have experienced such a dramatic transformation as finance and investing. Artificial Intelligence (AI) ...
The $556.3 billion California Public Employees’ Retirement System is looking to change the way it invests — and some strategists think the proposed approach could be as game-changing as the Yale Model ...
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