The 60-40 Portfolio Is Dead

Navigating an Abundant Retirement with Carol Dewey

Welcome back to Navigating an Abundant Retirement Radio. This week we are going to talk about economic conditions, why I believe the 60/40 portfolio is dead, and what you can do to be in a better position to take advantage of times like what we are experiencing today.

Mentioned in this Episode

• Perspective on US Government Debt
• 73% Inflation in Turkey
• The Federal Reserve
• Medical Care
• The Hidden Agenda
• Paul Volcker
• 100 years of the 60/40 Portfolio
• Tom Hegna
• The Financial Times
• “There Is No Alternative” TINA
• REIT Investments

Favorite Quotes

"In times like these, of great uncertainty, when your broker is telling you to just hang in there, it’s going to be okay. I say, there is no bad news and there is no good news, there is the only news." - Carol Dewey

“Let me try to put into perspective how much money this is. If $1 equals one second, a million dollars equals about 11 and a half days, a billion dollars equals 32 years, but a trillion dollars equals 32,000 years, got it? And 31 trillion is 992,000 years that’s $1 per second for 992,000 years. It's a lot of money.” - Carol Dewey

“The theory behind the 60/40 portfolio (60 percent stocks and 40 percent bonds) has been a standard strategy for investors, and for good reason. It is designed to balance growth and risk, with both allocations growing over time while offsetting each other. When stocks are up, bonds are down, and vice versa.” - Carol Dewey

Engage with Carol Dewey

We invite you to get the answers you need about your financial plan in one of our exploratory meetings. To receive the benefits of a valuable fiduciary second opinion, a Net Retirement Income Analysis, a Social Security Maximization Report, a Blueprint of your current portfolio, a Tax Consultation through the 4 stages of retirement or an Estate Planning Review… schedule your consultation now. There's no obligation! (https://www.talk2carol.live/schedule-retirement-revitalization-consult)

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ARTICLES:

• A Massive Liquidity Drain May Push Stocks Lower
• JP Morgan CEO Jamie Dimon Warns An Economic Disaster May Be Looming
• Jeff Bezos is the latest to warn on the economy, saying it’s time to ‘batten down the hatches’
• Elon Musk Makes Gloomy Prediction About the Economy
• Almost two-thirds of economists think the economy is in or near a recession
• Oppenheimer Says Most Stocks Have Likely Bottomed, Market, Could Rally Before Year End

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