Browsing Tag
investment returns
5 posts
Classic 60/40 Portfolio Beats Stocks-Only 83% of Years Since 1976
Morningstar’s “2025 Diversification Landscape” report finds 60/40 also tops a more broadly diversified portfolio every rolling 10-year period since 2005
Despite Remaining Optimistic, Advisors Report Fears Over Inflation and Investment Returns
Even though financial advisors remain optimistic, Ubiquity Retirement + Savings finds many report concerns over inflation and poor investment returns
Small Toy, Big Return: Legos in the 401(k) Investment Menu?
Should you be including Lego toys in your 401(k) plan investment menu (no, seriously)? According to a study…
LGBTQ Especially Confident in Retirement Saving
A new study examines the LGBTQ community’s financial experience as it relates to retirement saving. According to MassMutual…
Advisors Fear Skittish Investors in Wake of Market Swings
It was a good run, but it had to end sometime. Thanks to the second-longest string of market…