A Wiser Retirement™

Is the 60/40 portfolio really dead?

November 27, 2023 Wiser Wealth Management Episode 195
Is the 60/40 portfolio really dead?
A Wiser Retirement™
More Info
A Wiser Retirement™
Is the 60/40 portfolio really dead?
Nov 27, 2023 Episode 195
Wiser Wealth Management

It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser Retirement™ podcast, Casey Smith and Andrew Pratt, CFA® talk about the 60/40 portfolio strategy and its performance historically. They also discuss why it continues to play a pivotal role in retirement planning, despite the challenges.

Podcast Episodes Referenced:
- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
- Ep 165: 5 Principles of Successful Investing

Youtube Videos Referenced:
- Pros and Cons of Dividend Investing
- Two Bucket Investing Strategy: Income Strategy vs Total Return

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Show Notes Chapter Markers

It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser Retirement™ podcast, Casey Smith and Andrew Pratt, CFA® talk about the 60/40 portfolio strategy and its performance historically. They also discuss why it continues to play a pivotal role in retirement planning, despite the challenges.

Podcast Episodes Referenced:
- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
- Ep 165: 5 Principles of Successful Investing

Youtube Videos Referenced:
- Pros and Cons of Dividend Investing
- Two Bucket Investing Strategy: Income Strategy vs Total Return

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

The 60-40 Portfolio and Its Performance
The Performance and Complexity of Investing
Investing Strategy and Portfolio Changes