July 14, 2023

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The year 2022 is one that most investors might wish to forget. In addition to the bear market in equities caused largely by rising inflation and related economic uncertainties, we saw steep losses in bonds due to similar factors. In related news, though the 60/40 portfolio (60% stocks/equities, 40% bonds/fixed income) has been the mainstay of moderate-growth investors for decades, the poor recent returns in both asset classes may be causing some to wonder if it can be expected to deliver in the future as it has in the past.

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