Episode 96: Is the 60/40 Portfolio Dead?


The retirement space is changing. With constant stock market volatility and the bond market going down, the 60/40 portfolio should be reconsidered for retirement. What can you do to work around this split?

Key takeaways:
• What does rising interest rates mean for the 60/40 portfolio?
• Should you potentially sell to cash?
• What about commodities?
• Considering your goals and your age.

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Compass Retirement are not affiliated companies.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or fixed income generally refer to fixed insurance products or bonds, never equity securities or non-fixed investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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