Mark D. Lowe, CFP, financial advisor with Park Avenue Securities, LLC, Woodcliff Lake, New Jersey, and founder of The Conservative Advisor, LLC. He previously was president of the Insurance Division at Montauk Financial Group, a national securities firm with 750 members. He is author of The Conservative Advisor for the Conservative Investor. TheConservativeAdvisor.com
The 60/40 portfolio has always been considered a safe, conservative strategy for retirees seeking stability, not big returns. But that strategy sank like a stone...
