Reassessing the 60/40 Portfolio and 4% Rule in Modern Investing

Clark is out today, but returns tomorrow in time for Clark Stinks. Back by popular demand is Wes Moss, a fiduciary financial advisor that Clark and Christa have known for years. A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa to discuss the purpose of these fundamentals and explains why they still belong on the Mt. Rushmore of finance.

• 60/40 Portfolio: Segment 1
• Ask Wes: Segment 2
• 4% Rule: Segment 3
• Ask Wes: Segment 4

Mentioned on the show:

• Mistakes Investors Might Make When Following The Herd
• A Time-Honored Strategy Puts Your Retirement at Risk of Financial Ruin
• Wes Moss, Capital Investment Advisors
• What Is a Solo 401(k) and How Does It Work?
• What Is a SEP IRA and Who Is Eligible?
• What Is a SIMPLE IRA and How Does It Work?
• What A 6% Withdraw Rate Could Mean For Your Retirement
• How to Start Investing: 10 Steps for Beginners
• What Is an Annuity, and Why Does Clark Think They Stink?

Clark.com resources

• Episode transcripts
• Community.Clark.com
• Clark.com daily money newsletter
• Consumer Action Center Free Helpline: 636-492-5275

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