Market shifts can impact your portfolio in surprising ways. Learn how 5 common investments—like stocks, bonds, and real estate—respond to economic changes and what it means for your strategy.

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka takes a look at persistent inflation and explains how it’s changed year over year.

For decades, investors have been told that investing in a portfolio of 60% stocks and 40% bonds is a tried-and-true method to diversify and optimize returns. This strategy assumes that most of the returns will come from your equity exposure while fixed income will provide the needed ballast to offset losses in down years for the market. Modern portfolio theory supports this methodology, and since 1945, it has yielded an average return of close to 10%.

Searching for a wealth manager? Learn 3 critical factors to consider—fiduciary responsibility, personalized service, and transparent fees—to find the right financial partner for your goals.

Want a stronger investment strategy? Discover the 4 key traits of powerful portfolios—diversification, tax efficiency, risk alignment, and long-term focus—to help grow and protect your wealth.