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

  • Mid-Quarter Roundtable Highlights

    Podcast Highlight - Where We Think Things are Going in the Coming Year

    December 10, 2022
    Taking a look at their previous predictions, the team discusses inflation and rate hikes: where they went, what they’re doing now, and how they could predict that trend. Here’s what they see, in their opinion, coming in the new year.
    Read this Article
  • Avoidable Mistakes of the Suddenly Wealthy

    Avoidable Mistakes of the Suddenly Wealthy

    March 8, 2024
    The newly wealthy may find themselves in the golden glow of prosperity as well as on a path riddled with pitfalls. In order to turn your fortune into a legacy that lasts, you need to be aware of your choices. Here are some of the most common blunders and ways to sidestep them.
    Read this Article
  • Tips to Shape Up Your Long Game

    Tips to Shape Up Your Long Game

    April 11, 2023
    If you start a fitness program to stay in shape then drop out, you never give yourself a chance to become physically fit. It’s much the same with fiscal conditioning. It’s important to stick to a regular program of sound financial practices to achieve fiscal fitness and the financial independence that goes with it. A plan will help you reach your goals, in the long-run.
    Read this Article
  • Ranking the Best and Worst Presidents - Part I

    Ranking the Best and Worst Presidents – Part III

    October 21, 2020
    Part III in a series: Every four years, Washington D.C. and Wall Street converge as Americans elect a president and Wall Street tries to figure out what the outcome means for the stock and bond markets. And since so many hypotheses on this topic abound, it’s hard to keep track of them all. This new ranking will include a few presidents you likely know much more about. Including a peanut-farmer turned president.
    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