Ep. 2 Is the 60/40 Portfolio a Bulletproof Way to Invest for Retirement?

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
11/05/2023 15 min Temporada 1 Episodio 2
Ep. 2 Is the 60/40 Portfolio a Bulletproof Way to Invest for Retirement?

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Episode Synopsis

Send us a textIn this episode, Mike and Maddie discuss our process for onboarding new clients, a little about the financial planning process and the 60/40 portfolio. In a podcast and an article, the Wall Street Journal said a lot about the 60/40 portfolio that Mike and Maddie take issue with. Short story: its not bulletproof or dead, its an asset allocation that can make a lot of sense for many people.Link to article:  https://www.wsj.com/articles/investment-retirement-stocks-bonds-market-11668015638 Link to podcast:  https://www.wsj.com/podcasts/the-journal/a-historically-bad-year-to-retire/338a8c8d-a905-4804-bc2e-1b07b67cd0cc

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