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 [email protected]. You can also reach the team by phone at (916) 458-8199.