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Rethinking the 60-40 Portfolio

A balanced portfolio that is 40% bonds and the rest in stocks has worked well for decades. But as LNWM Sr. Investment Analyst Josh Hile explains, the times have changed: The total return on bonds going forward is not likely to be high enough to justify a full 40% allocation. Here’s what we’re doing about that.

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Read our paper,
Rethinking the 60-40 Portfolio