A Short History of the 60/40 Portfolio, Ep #341

Published: March 25, 2024, 8 a.m.

Due to last year's poor market returns, you\u2019ve probably seen the headlines that the 60/40 portfolio is dead. But is that really the case?\xa0

This week\u2019s retirement headline explores the history of this classic retirement investment strategy. After we tackle the headlines, Bret and I team up to consider the best places to move in retirement. Listen in to hear where not to move.\xa0

Outline of This Episode
  • [1:52] A history of the 60/40 portfolio
  • [8:09] Why I like 60/40
  • [15:10] Where should retirees consider moving to for a great retirement?
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