The Classic 60/40 Investing Strategy Could Now Be Working Against You

The American College of Financial Services
April 21, 2021

Conventional retirement planning wisdom has long been to construct portfolios based on a 60/40 ratio: 60% equities, and 40% fixed income tools. However, this understanding may be changing in light of new financial planning realities.

RICP® Program Director Wade Pfau says the collapse of the bond market due to low interest rates may be one reason the formula is shifting. Learn more in this article from Money.

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