People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective?
In this episode, we will break down the 60-40 rule and help you understand how to expand this concept to diversify your investments.
 
Join us on today’s episode as we break down these major topics: 
What is a 60-40 portfolio? (1:41)
Phil’s thoughts on the challenges of a 60-40 portfolio. (2:36)
What alternative to bonds could you use in a 60-40 portfolio? (7:05)

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Phil’s thoughts on the challenges of a 60-40 portfolio.

What alternative to bonds could you use in a 60-40 portfolio?

Ep 161: Making Smart Decisions During Major Life Events

Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!