3 Mark Financial, Inc.

May 14, 2023

Any way you look at it, 2022 wasn’t a great year for the 60/40 portfolio.*

This toolkit from Global Atlantic focuses on thinking Beyond 60/40, and it’s got many of the things you may need to show your clients how they can regain control over their long-term retirement goals.

*CNBC.com, “This classic investment strategy is on track for its ‘worst year ever’ – here’s what to do with your money.” Published 10/3/22, https://www.cnbc.com/2022/10/03/why-60/40-portfolio-is-on-track-for-its-worst-year-ever-says-cio.html#:~:text=From%20the%20start%20of%202022,and%20things%20get%20even%20darker. Accessed 10/24/22.