Why Is the 60/40 Portfolio Controversial in the Investment Community?

Today, Ira brings an article by Vanguard claiming that high interest rates are making a strong case for using a 60/40 portfolio. Ira and Anne talk about why the 60/40 is used to create controversy in the investment community. Listen along as Ira explains why this asset mix has been reliable for people taking an income, and why an article encouraging you to choose a strategy based on the economy or markets is teaching you to engage in market timing. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.