Episode 16: The 60/40 Portfolio is Dead

May 6, 2022

For the past several decades, the 60/40 stock and bond split was the most popular and most advised investment portfolio.  However, in recent years, this cookie-cutter type portfolio just doesn’t work as well as it used to, and in fact, in our opinion, is dead.   In this episode, Dave & Brandon discuss examples and reasons why it’s time to change your outlook and diversify your portfolio.

Here are just a handful of the things that we'll discuss:

  • Safer Alternative asset classes
    • Annuities
    • Royalties
    • Private Equity Funds
  • Advantages of Annuities
  • Utilizing our Safety, Income, Growth bucket system


Source: Why a 60/40 Portfolio Is No Longer Good Enough (investopedia.com)


Annuities as an Asset Class (thumbnail)

Get your complimentary copy of Annuities as an Asset Class Whitepaper