The Rob Berger Show
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
The Rob Berger Show
RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60
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Rob Berger
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Episode 192
With stock valuations near all-time highs in the U.S., many people are asking whether we should reduce or exposure to stocks. In fact, a recent Vanguard market outlook report concluded that a typical 60/40 retirement portfolio may be too rich, and that a 40/60 portfolio is a better option in this valuation environment.
This video is my take on all of this.
Resources:
Vanguard Report: https://corporate.vanguard.com/conten...
Bogleheads Forum Post: https://www.bogleheads.org/forum/view...
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