How Do You Diversify When Everything's Correlated? episode artwork

EPISODE · Jul 11, 2025 · 47 MIN

How Do You Diversify When Everything's Correlated?

from Retirement Planning Happy Hour · host Eric Douglas, Chris Vaughn

Send us Fan Mail In this episode, we break down one of the most critical shifts in modern investing—how the traditional relationship between stocks and bonds is changing. For decades, bonds acted as the safety net when stocks fell, providing balance and protection in diversified portfolios. But recent years, especially since 2022, have shown a troubling trend: stocks and bonds moving down together.We’ll explore why this positive correlation is happening, how it impacted the traditional 60/40 strategy, and what it means for moderate and conservative investors nearing retirement. If you're relying on bonds to hedge your portfolio risk, this is a conversation you can’t afford to miss.Whether you're building your retirement plan or reassessing your current portfolio, this episode will help you understand why diversification isn’t what it used to be—and what you can do about it.Schedule Your Personalized Portfolio Strategy Session Now! Visit: http://www.fwppartners.comSubscribe, like, and ring the bell for more expert insights on investing, retirement, and wealth protection.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

Episode metadata supplied by the publisher feed · Published Jul 11, 2025

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Send us Fan Mail In this episode, we break down one of the most critical shifts in modern investing—how the traditional relationship between stocks and bonds is changing. For decades, bonds acted as the safety net when stocks fell, providing balance and protection in diversified portfolios. But recent years, especially since 2022, have shown a troubling trend: stocks and bonds moving down together. We’ll explore why this positive correlation is happening, how it impacted the traditiona...

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How Do You Diversify When Everything's Correlated?

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This episode was published on July 11, 2025.

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