Category Archives: Asset Allocation

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

Written by Stephen Ostrofsky, CFP® Most long-time investors can remember when interest rates were at a level which made bonds a viable asset class in portfolio allocations for most investment objectives and risk tolerances. As an asset class bonds provide portfolio stability as a reliable source of income and a hedge against stocks declines…

Personalized Investment Advice through Self-Directed Brokerage Accounts

Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice can sometimes be difficult for many Florida Retirement System (FRS) Investment Plan and PBSO Deferred Compensation Plan investors. Self-Directed Brokerage Accounts (SDBAs) available in both of the above mentioned retirement plans has generally gone unnoticed by many PBSO deputy sheriffs and employees. In January…

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

Written by Stephen Ostrofsky, CFP® For the year 2018, the Dow Jones Industrial Average and Russell 2000 Indexes were down 3.48% and 11.01%, respectively. During the year while the Federal Reserve, raised interest rates, the overall bond market was down slightly. So what are investors to do now? That depends on what your investment policy…

How to Invest Retirement Portfolio with Upcoming Presidential Election?

Investors are asking, how should I invest my retirement portfolio with the upcoming Presidential Election? This is the time many investors can become seduced into the notion of “beating the market”, or reaping “windfall profits” from moves in certain sectors and/or stocks in the securities market. Unfortunately, market pundits supported by academic research would have…

Category Archives: Asset Allocation

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

Personalized Investment Advice through Self-Directed Brokerage Accounts

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

How to Invest Retirement Portfolio with Upcoming Presidential Election?

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