For clients of Erick Conway, please CLICK HERE to see important details related to the Strong Valley transition.
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

  • Crafting a Rich Life in Retirement

    July 8, 2024
    To live a rich retirement life, begin with envisioning what brings you joy and fulfillment. From there you can use these strategies to maximize the assets you have. By focusing on what matters most to you, you can combine your financial goals with a plan that works to ensure that your retirement years are not just comfortable, but truly enriched with the beauty and depth of life’s experiences.
    Read this Article
  • Dusting Off the Misery Index from the 1970s

    June 30, 2020
    Millions of COVID-19 infections, with hundreds of thousands of them fatal, 30 million plus unemployed in the U.S., rising levels of anxiety, depression and substance abuse. Maybe now is a good time to talk about the Misery Index.
    Read this Article
  • Talking to Your Kids about Your Finances

    Talking to Your Kids about Your Finances

    September 20, 2023
    Communicating openly can help everyone prepare and plan for the future. This isn’t always as easy as it sounds. Many parents find it uncomfortable and are overwhelmed with where to start. Yet often, just discussing and thoughtful planning gives your whole family a sense of relief. Here are some tips to help you gather pertinent information and get the talking headed in the right direction.
    Read this Article
  • Are You Ready for Medicare Open Enrollment?

    October 20, 2020
    If you’re a senior you only have a short time, October 15 to December 7, to make sure you have the right Medicare plan. It’s called open enrollment. This article gives you 9 questions to ask yourself that will help you make the best choice for your healthcare, including information on choosing an advisor, in necessary. Be sure to make the most of your short opportunity to find a better plan.
    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