Five Challenges Facing Investors

Synopsis:

• The “60/40” playbook worked well over the last three decades thanks to falling interest rates and strong economic growth.
• Five challenges face investors that will make the 60/40 approach less effective.
• Complex markets call for sophisticated solutions, and using a playbook designed for simpler times is akin to bringing a knife to a gunfight.

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The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA.  It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.