Does the 60/40 Retirement Portfolio Still Work?
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Does the 60/40 Retirement Portfolio Still Work?
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The 60/40 portfolio has been a retirement planning staple for decades, but changing interest rates, strong equity markets, and difficult bond returns have caused plenty of investors to question whether it still works.
In this episode, Matt and Steve Paul explain why 60/40 can still be a useful starting point, but not necessarily the right answer for everyone. The bigger goal is to match the portfolio to the investor’s actual income needs, comfort with volatility, and ability to take risk.
Here’s what we discuss in this episode:
📊 60/40 Isn’t Dead: It can still serve a purpose
⚖️ Tolerance Isn’t Capacity: Comfort and ability differ
💵 Income Changes Risk: Guaranteed cash flow matters
📉 Bonds Still Have a Role: Higher yields change the equation
🔄 Rebalancing Matters: Strong stocks can quietly increase risk
Learn more about us: https://www.rwpaul.com/our-firm
Contact Matt & Steve: https://www.rwpaul.com/contact
Phone: 248-305-9911
Find us on YouTube: https://bit.ly/481OA51