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Factor Investing with Wes Crill

Bogleheads® Live

CHAPTER

Navigating Retirement Asset Allocation: The 60-40 Portfolio Discussion

This chapter explores the historical significance of the 60-40 investment strategy, highlighting the resilience of stocks despite varying interest rates. It underscores the value of fixed income in mitigating volatility while affirming the continued relevance of the classic allocation for retirees.

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