60/40 allocation

Want to boost Returns, Lower Volatility? Be Like Harvard By Andrew Osterland

Endowments’ embracing of alternative investments has paid off big May 8, 2012 Traditional portfolio management hasn’t worked for the past decade, and advisers need to change their investment strategies, Steve Blumenthal, chief executive of Capital Management Group Inc., told advisers Tuesday during a panel discussion at the NAPFA conference in Chicago. The firms of Mr. Blumenthal, along with David D’Amico, president of Braver Wealth Management LLC, and Michael McClary, director …

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