Watch the latest video at video.foxbusiness.com Steve joined David Asman and Liz Claman on After the Bell on Friday, June 28 to talk about modernizing portfolio allocations in today's investment world. He suggests a shift from the traditional 60/40 portfolio. [...]Read More >
Steve in the WSJ on ‘why the 60/40 model may no longer work’ - 04-23-2013
Investors are turning away from Modern Portfolio Theory's 60/40 asset allocation model as low bond yields and low stock dividends force them to reexamine this time-honored strategy. Steve told reporter Charles Passy that there is a strategy that exists today to replace 60/40 that is accessible to [...]Read More >
The Blumenthal Viewpoint: March 8, 2013 - 03-8-2013
March 8, 2013 By Steve Blumenthal What a market - up over 8% in 2013 in just 9 weeks! “Switch my investments – get me in,” says the client. It is the annual dance; rebalancing out of underperforming assets and into outperforming assets. Disciplined removed, memory gone as emotion rules [...]Read More >