09.05.24 INVESTING: Do the 60/40 Portfolio and the 4% Rule Still Work?
INVESTING: Do the 60/40 Portfolio and the 4% Rule Still Work?
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Show Notes
Clark is out today, but returns tomorrow in time for Clark Stinks. Back by popular demand is Wes Moss, a fiduciary financial advisor that Clark and Christa have known for years. A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa to discuss the purpose of these fundamentals and explains why they still belong on the Mt. Rushmore of finance.
- 60/40 Portfolio: Segment 1
- Ask Wes: Segment 2
- 4% Rule: Segment 3
- Ask Wes: Segment 4
Mentioned on the show:
- Mistakes Investors Might Make When Following The Herd
- A Time-Honored Strategy Puts Your Retirement at Risk of Financial Ruin
- Wes Moss, Capital Investment Advisors
- What Is a Solo 401(k) and How Does It Work?
- What Is a SEP IRA and Who Is Eligible?
- What Is a SIMPLE IRA and How Does It Work?
- What A 6% Withdraw Rate Could Mean For Your Retirement
- How to Start Investing: 10 Steps for Beginners
- What Is an Annuity, and Why Does Clark Think They Stink?
Clark.com resources
- Episode transcripts
- Community.Clark.com
- Clark.com daily money newsletter
- Consumer Action Center Free Helpline: 636-492-5275
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