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Is the classic 60-40 portfolio model dead? episode artwork

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.

What this episode covers

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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Frequently Asked Questions

How long is this episode of Money Matters by Allworth Financial?

This episode is 52 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on December 3, 2022.

What is this episode about?

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...

Can I download this Money Matters by Allworth Financial episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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