Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Evaluating Alternatives to the 60-40 Portfolio

Dec 11, 2023

51:08

Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the outlook for stocks and bonds not looking as rosy as the past, many investors have questioned whether a portfolio consisting of just stocks and bonds is enough. In this episode, we tackle that question. We look at the future outlook for stocks and bonds and evaluate a variety of alternative strategies investors could consider.

We hope you enjoy the discussion.

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