Structure Your Portfolio to Play Defense in an Effort to Outperform the Market
A good investment strategy is a lot like a championship-winning sports team: you need a great offense and a great defense. With investing, the concept of defense can often be complicated. Just…
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Why Allocate at Least 20% to a Strategy Designed to Play Both Offense and Defense
Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in…
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Four Reasons Why You Should Allocate At Least 20% To A Strategy Designed To Play Both Offense And Defense
If your investment portfolio feels derailed this year, you are not alone. Few investments are holding up well. For 2022 year-to-date, stocks are in bear market territory and bonds are close.…
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Why 50/30/20 Makes More Sense Than 60/40 For This Market Environment
In an environment set up to be a lost decade for many traditional asset classes, a potentially compelling option is moving from a 60/40 to a 50/30/20 portfolio allocation model to integrate a…
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Midyear Outlook 2022: How to Reap Returns During a Recession
As we enter the second half of the year, many questions remain regarding the trajectory of financial markets and the economy. Our stance on stagflation (or "recession-inflation") remains…
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Chart of the Week: This Week’s Domestic Economic Results
This Week’s Domestic Economic Results
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Adding Alternatives: Allocating to Hybrid Strategies
What Golf and Investing Can Tell Us About the Benefits of a Hybrid Approach
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Hybrid Strategy Allocation Calculator
The interactive Catalyst Insights Allocator Tool lets users understand the historical impact of implementing a hybrid strategy into a traditional 60/40 stock/bond portfolio.
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