Episode Details

The 60/40 Portfolio--Good, Bad, or Ugly? Article with resources: https://robberger.com/60-40-portfolio/

The 60/40 portfolio has powered retirements for decades. With 60% stocks and 40% bonds, this balanced fund offers equity-fueled growth and fixed income stability.

Today, however, many are calling into question the sustainability of the 60/40 portfolio. Some even argue that it’s dead and that retirees need take on more risk if they want to avoid outliving their retirement savings.

In this video we’ll take a deep dive into the 60/40 portfolio and whether it’s still a viable approach to investing for retirees.