Jake Monson

December 5, 2024

Jake Monson joined Quartet in 2023 as a Junior Investment Manager.  Jake holds the Investment Management Certificate and has passed the Chartered Financial Analyst (CFA) level 1 exam.

Why We Don't Believe Time is Right for 60/40 Portfolios

September 11, 2026

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Why We Don't Believe Time is Right for 60/40 Portfolios