Like many of you, I though 60% stocks and 40% bonds meant my portfolio was balanced and this would help me ride out the volatility of the markets. The evidence suggests otherwise. I am working with several exempt market dealers to help educate investors about the opportunities in the private markets and help them make better investment decisions.
Like many of you, I though 60% stocks and 40% bonds meant my portfolio was balanced and this would help me ride out the volatility of the markets. The evidence suggests otherwise. I am working with several exempt market dealers to help educate investors about the opportunities in the private markets and help them make better investment decisions.