Chapter events
September 19
Metropolitan Ballroom, Golden Valley
Presenter: Richard Golod
Senior Portfolio Manager, Morgan Stanley
Joint Meeting with the CFA Society of Minnesota
Is 60/40 Dead? The Past, Present & Future of Asset Allocation
This 2-hour program will analyze the efficacy of the 60/40 allocation. We will review the periods when the 60/40 allocation provided value and stability to portfolios and periods when it didn’t. Secondly, we will analyze the factors that are likely to influence the direction of interest rates and equity prices going forward. Lastly, we will discuss incorporating a process that yields better risk adjusted returns.
RSVP by September 15, 2023
video highlight
Come check
out FPA
Whether you are interested in growing your business, gaining knowledge, building your network or giving back to the community, the Financial Planning Association of MN Chapter is the place for you! We invite you to come check us out.
Previous
videos
join the conversation
- Join a community
- Adjust how often you receive posts
- Pose a question to your peers
- Share a useful document or resource
FPA - Connect
