Absolutely agree! Unfortunately many in our wealth industry hides behind the 60/40 model and pretends this is investment advice and charges quite a lot of fees. Buyers beware if their goals and risk profile are really considered and if their portfolios are truly “optimal” and have a high chance of meeting their goals.
Absolutely agree! Unfortunately many in our wealth industry hides behind the 60/40 model and pretends this is investment advice and charges quite a lot of fees. Buyers beware if their goals and risk profile are really considered and if their portfolios are truly “optimal” and have a high chance of meeting their goals.