Think only a bear market can keep returns of a 60/40 near 0%… think again. Given the huge opportunity cost of allocating to cash or bonds at current yield levels, even generally optimistic return assumptions for stocks are enough to keep portfolio level returns near 0% real.

SCOTT WHALEN WINS PRIVATE EQUITY AWARD New York, NY, August 1, 2016 – Investment Times Daily is pleased to announce it has named Scott Whalen of PPMG as Private Equity Principal of the Year for 2016. Scott Whalen was chosen from an impressive group of candidates and ITD believes his accomplishments during the past year, combined with its steadfast commitment … More Private Equity Principal of the Year: PPMG’s Scott Whalen