09.05.24 INVESTING: Do the 60/40 Portfolio and the 4% Rule Still Work?

Sep 5, 2024

This time, Wes Moss, a fiduciary financial advisor and managing partner at Capital Investment Advisors, joins to break down the classic 60/40 portfolio and the 4% rule. He argues that these time-honored strategies still hold significant value despite modern skepticism. Wes emphasizes the importance of diversification and regular portfolio reassessment in today's volatile market. Listeners also gain insights on retirement savings options like the SIMPLE IRA, ensuring informed decision-making for a secure financial future.

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Intro

00:00 • 2min

Revisiting the 60/40 Portfolio

02:01 • 8min

Exploring Retirement Savings Options for Business Owners

10:03 • 3min

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

12:57 • 3min

Rethinking Retirement Strategies

16:07 • 11min