Is the classic 60-40 portfolio model dead?
Allworth Financial‘s Money Matters

Is the classic 60-40 portfolio model dead?

2022-12-03

On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds.

Comments (3)

More Episodes

All Episodes>>

Get this podcast on your phone, Free

Create Your Podcast In Minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get Started
It is Free