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Recent and archived work by

Chris Vizzi

A New Portfolio for a New Decade

JP Morgan AM Cuts 60/40 Outlook, Backs Hunt for Alternatives South Coast Investment Advisors has been sounding the alarm on the headwinds facing the traditional 60/40 portfolio for some time. Portfolio architecture is something all investors should think…

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IRS Updates 2020 RMD Guidance

IRS Updates 2020 RMD Guidance

IR-2020-127, June 23, 2020 WASHINGTON — The Internal Revenue Service today announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into…

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The Market & The Economy Disconnect

The Market & The Economy Disconnect

Key Takeaways: The recent stock market rally has left many investors scratching their heads on what is driving the rally in the midst of terrible economic data. Resilience from a narrow group of mega cap technology and healthcare…

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