The 60/40 Portfolio Is Back — But Is It Safe?

The 60/40 Portfolio Is Back — But Is It Safe?

Financial Planning Wishful thinking is never a great investment strategy. But in the current macroeconomic environment, we can be forgiven for wanting to go back to the tried and true. Take the 60% equities, 40% bonds formula. The wisdom of the venerable portfolio...
Finding Value in Drawdowns

Finding Value in Drawdowns

A drawdown is a decline following a recent peak of investment gains. Most investments have them, and they share one thing in common. Nobody likes them. Behaviorally, many feel emotional tension, their minds still anchoring on the recent high. Investors’ natural...
Welton Investment Partners