Capitalist Investor podcast show image

Capitalist Investor

Strategic Wealth Partners

Podcast

Episodes

Listen, download, subscribe

Is the 60/40 Portfolio Making a Comeback? | Bonds, Rate Cuts & Retirement Planning, Ep. 333

The 60/40 portfolio (60% stocks, 40% bonds) has been called everything from the cornerstone of retirement planning to a relic of the past. With the Fed signaling multiple rate cuts, could bonds finally regain their place in balanced portfolios? In this episode of The Capitalist Investor, Tony Zabiegala and Derek Gabrielsen discuss the history of the 60/40 model, why bonds collapsed in 2022, and whether alternatives like private credit, real estate, and annuities deserve a spot in your retirement plan. They also share practical strategies for creating a custom portfolio that aligns with your income needs and risk tolerance.

Capitalist Investor RSS Feed


Share: TwitterFacebook

Powered by Plink Plink icon plinkhq.com