Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
Article

The 60/40 Portfolio Bounces Back

AUG Student of the Market

In this monthly market overview, we look at the 60/40 portfolio and what it’s been doing, how the Fed funds rate has surpassed inflation and what that could mean for bonds. Also a check on the housing market, Tech Stocks, AI breakthroughs and the anatomy of a Bull Market.

August 26, 2023
AUG Student of the Market
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Time to Reassess Your Portfolio

    Time to Reassess Your Portfolio

    January 6, 2024
    Market swings often prompt investors to reassess their portfolios. Instead, regular review of your portfolio is helpful to remain aligned with your financial objectives. Maintaining a regular investment program and balancing your portfolio to account for a comfortable risk level are important to the overall success of your financial strategies.
    Read this Article
  • Signs You Need a Financial Planner

    5 Signs You Need a Financial Planner

    October 11, 2023
    You may have questions about your finances that you consider silly or stupid and feel that you should handle alone so you don’t seek help. As happens often in life, not reaching out to a professional can delay you reaching your goals and cause you to incur more out-of-pocket expenses.
    Read this Article
  • Podcast Highlight - Surprising Market Recap

    August 30, 2023
    The Team starts the Mid-Quarter Roundtable recapping what the market’s done this year with a surprising perspective added.
    Read this Article
  • returns-following-interest-rate-hikes-in-the-past

    Returns Following Interest Rate Hikes in the Past

    January 25, 2022
    How has US stock and bond performance been affected by previous interest rate hikes by the Feds? January’s Student of the Market also takes a brief look at the last 3 years of stock market returns and examines diversified portfolio emotions, money market assets and important inflation considerations.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset