Finance

Experts

by Chad Hassinger on Nov 21, 2019

Finance

By Robert A. Mecca, CFP®, MBA
Vice President of Wealth Management

Isn’t it refreshing to know that you have a financial team with significant experience and education on your side who not only studies computer models, but also incorporates common sense, main street knowledge into the equation?

60/40 Portfolios

by Chad Hassinger on Oct 25, 2019

Finance

By Thomas Pechin
Client Service Advisor

Over a long time-horizon, we assume the equity market will outperform the bond market. The example in the graph below shows that the S&P 500 Index is up over 282% since 1/1/2004 while the Aggregate Bond Index is up just over 91%. Given this assumption, why would anyone invest in bonds and not just put his or her whole portfolio in the S&P 500?

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