Today on the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss whether the 60/40 portfolio is dead. They analyze how the traditional framework is catching heat with both equities and bonds down this year and some alternative investment options you can take advantage of.

[00:59] Introduction

[04:36] Is the 60/40 Portfolio Dead?

[07:07] Understanding the Client-Advisor Relationship

[09:10] Some Better Alternatives to the 60/40 Portfolio

[12:05] Historical Spectrum of Returns in the 60/40 Portfolio

[15:15] Worst-Performing Years in the 60/40 Portfolio

[23:15] The Stock/Bond Correlation

[27:25] Normal Vs Abnormal Stock/Bond Correlation

[29:30] A Personalized Approach to Investing

[31:10] When Both Bonds and Stocks Go Up or Down in the Same Year

[33:30] Attractive Bond Substitutes

[36:10] The 60/20/20 Portfolio of Stocks, Bonds, and Alternatives

[37:10] Identifying Opportunities When Trading Options

[40:28] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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