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Should you Follow the 60-40 Rule?
Is the 60-40 portfolio dead? The 60-40 portfolio has been used for many, many, years to diversify a person’s bonds and stock portfolio.
Over the last few years, market changes, interest rates, and inflation have had people questioning the rule. So, today we will be taking a look at whether or not we should still be using it and what alternatives there are.
Listen to this week’s show to learn more about:
• What is the 60-40 rule? (1:45)
• What is a better alternative to the 60-40 rule? (4:25)
• Why a portfolio should look different from client to client. (10:40)
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube (https://www.youtube.com/channel/UC0zclrmA7vs6lg1jc22uuuA)
Видео Should you Follow the 60-40 Rule? канала Retire on Your Best Path
Over the last few years, market changes, interest rates, and inflation have had people questioning the rule. So, today we will be taking a look at whether or not we should still be using it and what alternatives there are.
Listen to this week’s show to learn more about:
• What is the 60-40 rule? (1:45)
• What is a better alternative to the 60-40 rule? (4:25)
• Why a portfolio should look different from client to client. (10:40)
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube (https://www.youtube.com/channel/UC0zclrmA7vs6lg1jc22uuuA)
Видео Should you Follow the 60-40 Rule? канала Retire on Your Best Path
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13 мая 2026 г. 19:11:45
00:19:24
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