Not only have you inherited your parents’ portfolio, you’ve also inherited their long-time adviser ... However, it does mean that your $680,000 portfolio is costing $11,900 per year ...

“Every portfolio manager is trying to figure out whether ... which is obviously not good for the global economy, does that spillover to the geopolitical side?” she said.

A candid discussion of a 60/40 retirement savings strategy should take ... long-term investment plan, but adjust it periodically as the situation warrants. “The 60/40 portfolio allocation does ...