The 60/40 Investment Portfolio: Is It Still the Right Strategy for You — or Is There a Better Way?

In today’s economy, earning a “good salary” isn’t enough. A recent SmartAsset study reveals a sobering truth: even in the most affordable U.S. states, a single adult needs at least $80,000 per year to live comfortably. In the most expensive ones, that figure exceeds $120,000 — far beyond the $62,000 median individual income reported by the Bureau of Labor Statistics at the end of 2024.

You’ve seen this before—markets peak, volatility returns, and capital doesn’t disappear. It moves. And if you’re paying attention, it moves into commercial real estate when equity markets look overvalued and unstable.

If you're wondering where the smart money is headed in 2025, here’s a clue: it’s not chasing headlines or short-term hype. It’s flowing—quietly but confidently—into commercial real estate. According to The Wealth Report 2025 by Knight Frank, 44% of global family offices plan to increase their exposure to commercial real estate over the next 18 months. That’s not just a stat—it’s a signal. And if you’re serious about growing and protecting your wealth, it’s worth asking:

Tariffs, Uncertainty & Opportunity: Why YOU Might Want to Lean Into Multifamily in 2025

Umbrella insurance offers essential liability protection for high-net-worth individuals, safeguarding assets and future income beyond standa