195. Is the 60/40 portfolio really dead?
A Wiser Retirement®
A Wiser Retirement®
195. 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

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