Insights

Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.

Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.

Over the past 30 years, a 60/40 portfolio of equities and fixed income has delivered positive performance in 99% of rolling 5-year periods.  After 10 years, that improves to 100%.  During that time, the real value of cash has been constantly eroded by inflation.  Although cash can feel like a haven, it rarely outperforms inflation over extended periods.  While it may be tempting to sit on excess cash for a variety of reasons, including elevated valuations or economic uncertainty, holding cash above and beyond your prudent reserve requirements is a losing game. 

Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.

Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.