))
The 60/40 Portfolio: Does It Hold Up Today?
Manage episode 411928115 series 3402937
コンテンツは Bulman Wealth Group によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Bulman Wealth Group またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
The 60/40 strategy, which involves investing 60% in stocks and 40% in bonds, has long been a go-to for risk-averse investors. But does this approach still hold its ground in today’s fast-paced market? Stay tuned as we explore the past, present, and future of this investment strategy and determine whether it’s still a cornerstone of wealth management or if it’s time to adapt to new realities.
Here’s some of what we discuss in this episode:
- What is the 60/40 portfolio and what is its history?
- How have recent economic factors affected the effectiveness of the 60/40 strategy?
- What are the key considerations when rebalancing a portfolio, and what potential risks should investors be aware of?
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
章
1. The 60/40 Portfolio: Does It Hold Up Today? (00:00:00)
2. Is the 60-40 Investing Approach Outdated? (00:00:01)
3. Financial Advisory Disclaimer Notice (00:12:05)
36 つのエピソード
シェア
