EPISODE · Dec 3, 2022 · 52 MIN
Is the classic 60-40 portfolio model dead?
from Money Matters by Allworth Financial · host Allworth Financial
On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds.
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Is the classic 60-40 portfolio model dead?
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