Insights

For decades, the traditional “60/40” portfolio (60/40 split of equities and fixed income) was considered the standard foundation for long-term investing. While this approach has served many investors well over time, today’s market environment is prompting some...

In 2022, a song released nearly four decades earlier returned to the top of the charts. Kate Bush’s “Running Up That Hill” found a new generation of listeners after appearing in Stranger Things. Its resurgence was an extraordinary cultural moment, but it also...

In April 2025, Raintree Wealth Management (Raintree Financial Solutions affiliate firm) completed a meaningful reorganization of our pooled fund lineup, designed to expand the platform, sharpen portfolio roles, and provide investors with clearer building blocks across...