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The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it.
This week Tim summarizes a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.
For more information, visit the show notes at https://erwealth.com/podcastblog/is-the-standard-6040-investment-portfolio-dead
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The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it.
This week Tim summarizes a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.
For more information, visit the show notes at https://erwealth.com/podcastblog/is-the-standard-6040-investment-portfolio-dead
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