The Investor Coaching Show with Paul Winkler
Business:Investing
The 60/40 portfolio is a common mix for investors and is the mix of choice for most pensions. A listener shares an article with the increasingly common notion that the 60/40 mix just doesn’t work in 2022. Jim and Paul break down the article to help you understand what this portfolio is designed to do and why these kinds of messages push investors to buy bad investment products or products they don’t need.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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