Remove 2000 Remove Portfolio Remove Risk Tolerance
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The 60/40 Portfolio is Back! *after not going away

The Big Picture

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

Portfolio 334
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The Super Bowl and Your Investments

The Chicago Financial Planner

Rams) won in 2000 and the market dropped. Any investment strategy that does not incorporate your goals, time horizon, and risk tolerance is flawed. What impact have the solid stock market gains of the past three years had on your portfolio? View all accounts as part of a total portfolio. Costs matter.

Investing 184
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How to Talk About Risk Management With Your Clients

BlueMind

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. That requires investing. Investing is a way to counter that.

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Reasons to Include International Investments in Your Portfolio

Darrow Wealth Management

stocks that started in the early 2000s. Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% equity may be able to help reduce risk in a portfolio. By way of example, consider this hypothetical 60/40 portfolio of stocks to bonds. Currency risk and return. vs positive 30.7%

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Transcript: Kristen Bitterly Michell

The Big Picture

BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. RITHOLTZ: Right. RITHOLTZ: Sure.

Clients 299
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Market Correction: What It Is and Why Market Corrections Matter

Walkner Condon Financial Advisors

The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. This is almost always a recipe for disaster as it requires correct market timing, not one, but two major moves in a portfolio. What is a Market Correction? – Nate Condon.

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17 Best Ways to Invest $2,000 to $3,000

Good Financial Cents

While some options are designed to keep your money safe in the short term, taking on more risk can yield better results over the long run. To help you figure out what to do, here are 17 of the best strategies for investing $2000 to $3000. Best Ways to Invest $2000 to $3000: Final Thoughts. High-Yield Savings Account.