Is the 60/40 Portfolio Still Relevant? Exploring Alternatives

Published on December 15, 2025

Pioneered by Harry Markowitz's Modern Portfolio Theory, the classic 60/40 portfolio allocates 60% to stocks for growth and 40% to bonds for income and risk mitigation. This strategy is predicated on the idea that these two asset classes, when combined, should have a less-than-perfect correlation to optimize risk-adjusted returns.

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US Department of Labor cites California grower for agriculture employment violations

December 15, 2025
SAN DIEGO – A U.S. Department of Labor investigation has found an agriculture employer in San Marcos, California, charged 30 agricultural laborers rent for unsafe housing conditions in violation of federal regulations.While conducting a housing safety inspection, the department’s Wage and Hour Division determined that agriculture workers lived in unsanitary housing provided by Lucky Growers Inc. w

2026 Outlook: What’s the Big Picture?

December 15, 2025
Each December, those of us in the investment business lay out our expectations for the coming year. We do so with the knowledge that no one has a clear crystal ball (it’s one of the reasons I like Oprah’s quote).