Asset Allocation For Tomorrow’s Uncertain Economy

Asset Allocation for Tomorrow’s Uncertain Economy

Asset Allocation for Tomorrow’s Uncertain Economy

Since the 1980’s, the traditional 60/40 asset mix has served investors very well. Both equities and fixed income provided high-risk adjusted returns during this period, while bonds provided the important element of diversification. However, the outlook for the traditional 60/40 asset mix appears less optimistic today than it has in the previous 40 years.

Our partners at Mackenzie Investments have put together a commentary highlighting several economic scenarios in which this asset mix could under-perform, titled Asset allocation for tomorrow’s uncertain economy. In the piece, they discuss that investors should consider an active approach to their asset allocation to help navigate shifting post-pandemic environment.

At CH, our advisors never use the method of “set and forget” when it comes to client portfolios. We actively analyze and balance portfolios based on developing market and economic trends and do our best to ensure our clients are in the right investments at the right time.

If you have any questions regarding the article, please don’t hesitate to let us know.

Kindest regards,

Max Leveillee, Licenced Associate
& Your CH Financial Team

403-237-6570
hi@chfinancial.ca

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wealth management
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Are we a good fit?

We’re looking for aspirational clients who require the whole spectrum of financial services because managing the whole is how we’re able to deliver unbeatable value – it’s our “secret sauce.”If this describes you, let’s set up a meeting andget to know each other.

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Looking back now, I’m not sure how I would have managed without the support of the CHF family.

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I would highly recommend the CHF team to others going through life-changing and difficult situations as your financial partner.

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Prior to joining CH Financial as a client, I had been partially managing our investments and using a bank-owned broker for many years, with moderate success. When we became clients of CHF, I quickly realized how little I knew about the complexities of managing investments and the importance of seeking out the best specialists in the industry to assist with my family’s full financial picture.

Brian and the team at CHF encouraged us to take an introspective look at our assets and expenditures and even helped us implement a comprehensive budget. The team really stepped up to take care of all aspects of our financial picture, including portfolio design, CH Financial introduced us to a lawyer who took care of everything for us, estate planning and tax, while helping us simplify our financial affairs.

Being of the sandwich generation my wife and I spend considerable time caring for our surviving parents and our grandkids, so

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freeing up valuable time is essential to allow us to do the things we love to do. The team at CHF takes care of the details and today my wife and I enjoy a comfortable, stress-free financial situation.

Over the years as a client of CHF, both our portfolio and wealth has grown exponentially, more than we could have ever imagined. Now that we are both happily retired, having the CHF team in our corner helps us to sleep better at night knowing that our somewhat complex financial puzzle is being looked after by a team of people that really care, as opposed to being treated like a number by a big bank.

I would have no hesitation in recommending the CHF team to others looking for a superior financial home in Calgary and a safe place to invest your hard-earned money.

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Comfortably retired thanks to CH Financial