EPISODE · Dec 1, 2022 · 23 MIN
Is the 60/40 portfolio still relevant?
from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, Chris Vaughn, Aaron McAndrew
Send us Fan MailThis week on The Money Puzzle Podcast today's topic is a prevalent one and has really come into view in the last nine months. There's definitely been a bigger significance placed on whether or not a 60/40 type of moderate portfolio, which is basically been the bedrock of our industry. Whether or not that's going to continue to be the bedrock or the foundation of your portfolio. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! Listen : https://fwppartners.com/podcast/Watch : https://fwppartners.com/money-puzzle-podcast-is-the-60-40-portfolio-still-relevant/Schedule a Call : https://fwppartners.com/schedule-a-meeting/ Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
What this episode covers
Send us Fan Mail This week on The Money Puzzle Podcast today's topic is a prevalent one and has really come into view in the last nine months. There's definitely been a bigger significance placed on whether or not a 60/40 type of moderate portfolio, which is basically been the bedrock of our industry. Whether or not that's going to continue to be the bedrock or the foundation of your portfolio. Watch the full episode or to catch up on all our podcasts just click the link below! I...
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Is the 60/40 portfolio still relevant?
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