Higher Returns for Less Risk? A 60/40 Backtest

Meeting equity is crucial for successful hybrid meetings, promoting inclusivity

The rise of retail investors is reshaping financial markets

TRUTH HAS A FUNNY  TRUTH HAS A FUNNY way of punching you in the gut. I received my punch thanks to the 2022 decline in the stock market, which put a dent in the “funded” status of the 529 college-savings plans for my two sons, ages 16 and 14. Buy and hold is all well and […]

Use your portfolio’s diversification as a tool to lock-in gains on individual stock winners. Advisor MikeTosaw shows how Adaptive sizes any stock portfolio’s potential for highly efficient index hedging. Adaptive’s Protection Calculator identifies cost-effective solutions for locking in gains while staying invested for more upside. Diversification without a plan can run up big tax bills […]