The 60/40 Portfolio: Does It Hold Up Today?

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The 60/40 strategy, which involves investing 60% in stocks and 40% in bonds, has long been a go-to for risk-averse investors. But does this approach still hold its ground in today’s fast-paced market? Stay tuned as we explore the past, present, and future of this investment strategy and determine whether it’s still a cornerstone of wealth management or if it’s time to adapt to new realities.
Here’s some of what we discuss in this episode:

• What is the 60/40 portfolio and what is its history?
• How have recent economic factors affected the effectiveness of the 60/40 strategy?
• What are the key considerations when rebalancing a portfolio, and what potential risks should investors be aware of?

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If you have any questions about what we discussed or anything else in your financial plan, email us at [e-mail]. You can also reach the team by phone at [phone].