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Financial Advisor IQ – It’s Time to Enhance Modern Portfolio Theory

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By Steve Blumenthal
August 29, 2013

Following is an excerpt from the piece that highlights the issues MPT is facing today:

The conversation you should have with your clients is not that modern portfolio theory (MPT) is wrong, rather that it’s time to question whether 60/40 remains the best way to optimize the risk-reward relationship. This asset mix is simply too narrow in the current low-dividend-yield, low-inflation, low-interest-rate environment.

To read the full byline, click here.

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