Dick Pfister, CEO and president of AlphaCore Capital, confers with Jennifer Wootton, vice president of operations and client relations, and Jonathan Belanger, director of research.

Dick Pfister, CEO and president of AlphaCore Capital, confers with Jennifer Wootton, vice president of operations and client relations, and Jonathan Belanger, director of research. Photo by Melissa Jacobs.

For decades, the basic makeup of an investment strategy has been 60 percent stocks and 40 percent bonds...

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