News » David S. James, Coastal Bridge Advisor, quoted in BetterInvesting on Portfolio ratios

David S. James, Coastal Bridge Advisor, quoted in BetterInvesting on Portfolio ratios

Is the classic 60/40 portfolio investment mix in or out in 2024? David James, Advisor and Managing Director at Coastal Bridge Advisors, shared his outlook in a recent BetterInvesting story here: https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:d40ae6f4-b022-3559-98d5-f7e5791ed946

#Investing #WealthManagement #CoastalBridgeAdvisors

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¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.