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Oct. 24, 2023

60/40 Dead Again?

Six month's later, the Wall Street Journal contradicts itself in the debate about the efficacy of a 60% stock/40% bond portfolio. Understand how a short period can influence our long-term perception. Plus, what are your alternatives to traditional stock/bond investing? Our listeners ask: Why would you use a regular IRA when you expect to be in a lower future tax bracket? What do we think of the TSP "G" Fund vs BND? How should a late retirement saver invest? Should a retirement account wit...

Show Notes

Six month's later, the Wall Street Journal contradicts itself in the debate about the efficacy of a 60% stock/40% bond portfolio. Understand how a short period can influence our long-term perception. Plus, what are your alternatives to traditional stock/bond investing?
Our listeners ask:

Why would you use a regular IRA when you expect to be in a lower future tax bracket?

What do we think of the TSP "G" Fund vs BND?

How should a late retirement saver invest?

Should a retirement account with an insurance company be moved elsewhere?

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