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In this session, Tony Davidow will examine the limitations of the 60/40 portfolio in today’s market environment. He will discuss considering alternative sources of return and income, broader diversification, and inflation hedging strategies. Key takeaways include:
Moving Beyond the 60/40 Portfolio
$60, or complimentary with Signature or Elite benefits
Examine the limitations of the 60/40 portfolio in today’s market environment. Consider alternative sources of return and income, broader diversification, and inflation hedging strategies.
Credit Information
1
Description
- What are the limitations of MPT?
- What if future results are not like the past?
- What are capital market assumptions projecting?
- How can advisors source incremental returns, increased yield, lower correlations, and inflation hedging?
Speaker:
Tony Davidow, CIMA®
President & Founder, T. Davidow Consulting, LLC
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased