While the classic and well-known mix of 60 percent equity and 40 percent bond investing equation is reliable and has historically performed well, the vehicles that comprise that mix can be anything but traditional. Ullmann Wealth Partners’ own Managing Partner and Director of Investments, Brian James, CPWA®, recently spoke with Fortune about how the 60-40 portfolio has evolved. Read the article: https://lnkd.in/dQjgyTBD #investing #financialadvisor #wealthmanagement #financialservices
