A New Portfolio Strategy

The 60/40 portfolio mix has long been the standard of investor portfolios—especially when you're taking an income from it. Today, Paul and Evan talk about an article in a magazine made for Financial Planners encouraging them to get their investors in a new strategy. What is the new strategy and is it any better than the 60/40 mix? Listen along to hear what Paul and Evan think about portfolio mixes and the investment types that should be in them. 

If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.