In partnership with FPA Minnesota
In-person & Virtual attendance options
This 2-hour program will analyze the efficacy of the 60/40 allocation. We will review the periods when the 60/40 allocation provided value and stability to portfolios and when it didn’t. Secondly, we will analyze the factors likely to influence the direction of interest rates and equity prices going forward. Lastly, we will discuss incorporating a process that yields better risk-adjusted returns.
By attending this session, participants will: