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Managing your portfolio from home COVID-19

Financial Planning Dentist

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Obituary: the 60/40 Portfolio

The 60/40 portfolio was born in 1952 in Chicago, IL to Harry Markowitz. It received widespread adoption in the investment community and Nobel Prize accolades. The practice of balancing the correlation between stocks and bonds has died; on March 23rd, 2020. It is survived by a whirlwind of speculation, hedging,

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How do you start saving today for my child’s college fund?

First, ask yourself and your spouse what the end goal is. Although it may seem rudimentary to start here it’s actually quite important. Depending on how much you plan on paying for your child’s education and when you want to make contributions will help decide which savings vehicle will best

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