Is the 60/40 Portfolio Dead?

A 60/40 portfolio refers to a traditional mix of accounts with 60 percent invested in U.S. and international stocks, plus 40 percent invested in bonds and cash. This has been the template for a “balanced portfolio” for about fifty years, although the mix of investments has changed a lot over time. Some advisors like to […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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