The Best Asset Allocation Strategy for Safety, Income and Total Return

Published on May 19, 2026

In this thought provoking presentation, Chuck Carnevale, co founder of FAST Graphs and widely known as “Mr. Valuation,” challenges one of Wall Street’s most accepted investing principles, the traditional 60/40 portfolio split between stocks and bonds. Drawing from decades of investment experience, Chuck explains why he believes blindly allocating large portions of retirement assets to fixed income may actually increase long term financial risk rather than reduce it.

Continue reading on website
Other news

How AI Is Reshaping Wealth Management Operations

May 19, 2026
AI has moved from buzzword to business reality. For Advisors and RIAs, the question is no longer whether AI will matter. It’s how fast your practice can use it to remove friction, improve service, and stay focused on the work clients actually value.

Rising Treasury Yields Challenge AI’s Narrow Market Leadership

May 19, 2026
A frequently asked question in recent weeks is whether the market is simply ignoring the risks stemming from the current geopolitical conflict, especially given the spike in oil prices that has pushed inflation pressures higher.