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

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

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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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