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Is the 60/40 portfolio still relevant?

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Manage episode 491965789 series 3675038
Content provided by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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This week on The Money Puzzle Podcast today's topic is a prevalent one and has really come into view in the last nine months. There's definitely been a bigger significance placed on whether or not a 60/40 type of moderate portfolio, which is basically been the bedrock of our industry. Whether or not that's going to continue to be the bedrock or the foundation of your portfolio.

Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call!

Listen : https://fwppartners.com/podcast/

Watch : https://fwppartners.com/money-puzzle-podcast-is-the-60-40-portfolio-still-relevant/

Schedule a Call : https://fwppartners.com/schedule-a-meeting/

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

  continue reading

102 episodes

Artwork
iconShare
 
Manage episode 491965789 series 3675038
Content provided by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

This week on The Money Puzzle Podcast today's topic is a prevalent one and has really come into view in the last nine months. There's definitely been a bigger significance placed on whether or not a 60/40 type of moderate portfolio, which is basically been the bedrock of our industry. Whether or not that's going to continue to be the bedrock or the foundation of your portfolio.

Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call!

Listen : https://fwppartners.com/podcast/

Watch : https://fwppartners.com/money-puzzle-podcast-is-the-60-40-portfolio-still-relevant/

Schedule a Call : https://fwppartners.com/schedule-a-meeting/

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

  continue reading

102 episodes

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