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2022 was the year that broke the 60/40 portfolio.
Hear from Jake Schultz, CFA® on this edition of the pathfinder where he discusses the traditional 60/40 portfolio and how it stacked up to prevailing headwinds in 2022.
For additional information on preferred securities, please visit our pathfinder blog. In addition, you can obtain more information by calling us at 877-855-3434.