In this FastChat Video Mark Halloran, Managing Director, Business Development at Transamerica, discusses with Wealth Management.com the increasingly prominent topic of interest to advisors Behavioral Finance.
A model portfolio composed of 60% U.S. stocks and 40% bonds has climbed 13% year-to-date, in line with the S&P 500 Total Return Index and bigger than the 3.5% gain in the HFRX Global Hedge Fund Index.