The Rebirth of the 60/40 Portfolio Has Been Greatly Exaggerated

Published on May 20, 2025

The 60/40 approach has not been what it was just a few years ago. Fortunately, there are alternatives.

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Growth CDs: Access Stock Market Appreciation With FDIC Protection

May 20, 2025
By incorporating growth CDs into a diversified retirement plan, retirees can take advantage of equity market growth, protect their lifestyle, and avoid the fear of market downturns diminishing their savings.

Dynasty Financial: How its Implementing its 'Model Select' Program

May 20, 2025
The RIA platform rolled out the program in November for advisors who had been independently constructing portfolios and wanted to outsource trading and investment management.