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Mount Columbia Private Wealth nostalgia is not a strategy 60-40 portfolio

by Shamez Kassam CFA, MBA

March 18, 2026

Opinion

Nostalgia Is Not a Strategy – 60/40 portfolios are a thing of the past

“The old order is not coming back. We should not mourn it. Nostalgia is not a strategy.” When Prime Minister Mark Carney delivered those...

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Mount Columbia Private Wealth sold your dental practice

by Shamez Kassam CFA, MBA

February 5, 2026

Dentists & Doctors, Opinion, Tips & Tricks

Sold Your Practice? The 90-Day Window That Could Cost You Thousands

Why the first three months after a liquidity event are the most expensive mistakes business owners make You’ve spent years—maybe decades—building your practice or...

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Nostalgia Is Not a Strategy – 60/40 portfolios are a thing of the past

Sold Your Practice? The 90-Day Window That Could Cost You Thousands

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