60/40 portfolio ‘is alive and well’ – wealth advisor
Loreen Gilbert, CEO of WealthWise Financial Services, says that standard portfolio allocations of 60% stocks and 40% bonds will “once again” work in 2024.
Boeing incident puts ‘damper’ on Dow – wealth advisor
Loreen Gilbert, CEO of WealthWise Financial Services says that the recent issues surrounding Boeing’s 737 max airliners is a reminder that “diversification is key” and investor holdings should “have a combination of both value and growth [stocks].”