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Ep 10: Should you Follow the 60-40 Rule?
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Konten disediakan oleh Liz Whitteberry. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Liz Whitteberry atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Is the 60-40 portfolio dead? The 60-40 portfolio has been used for many, many, years to diversify a person’s bonds and stock portfolio.
Over the last few years, market changes, interest rates, and inflation have had people questioning the rule. So, today we will be taking a look at whether or not we should still be using it and what alternatives there are.
Listen to this week’s show to learn more about:
- What is the 60-40 rule? (1:45)
- What is a better alternative to the 60-40 rule? (4:25)
- Why a portfolio should look different from client to client. (10:40)
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
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