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4 Reasons Why “The Death of the 60/40 Portfolio” is Greatly Exaggerated

September 1, 2020

Over the past few months, headlines have gleamed the “Death of the 60/40 Portfolio” causing concern among many advisors and clients as it challenges a very popular approach to retirement planning. However, this is not new news to us. In this video, RFG Advisory Chief Investment Officer Rick Wedell gives his rebuttal on this, so-called, fall of the 60/40 portfolio. Giving you 4 reasons why investors and financial planners should take a step back and look at the bigger picture before reacting to this very bold headline.

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