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FINANCIAL LITERACY

Hear from founder and president, Tim Doehrmann.

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Is the Standard 60/40 Investment Portfolio Dead? - Episode 10

The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it. This week I summarize a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.

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