Media & Materials for Clients

Has the classic 60/40 portfolio risen from the dead?

Watch two Certified Financial Planners™ dish about the economy, stocks, and bonds in this longer form video.

Recently, geopolitical issues have spiked: US - China relations, War in Ukraine, Attacks in Israel, etc. These events are often tragic and tumultuous for some markets in the short haul, but how about the long haul? Two Fiduciaries breaks down geopolitical risks in this video.

We all have cognitive biases. The "endowment effect" is important to understand as it relates to personal finance and investing. Learn more about it so you can be aware of its impact on decision making.