Moody Markets The markets have been in a mood lately, no? Emily & Amanda discuss: - the current state of the stock and bond markets, - cover some year-end tax planning, and - finish up with their hot take on whether the 60-40 portfolio is dead.
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- This chart shared by economist Claudia Sahm shows some of the negative vibes circling the economy and markets recently.
- Your ‘Set It and Forget It’ 401(k) Made You Rich. No More. Stock-and-bond portfolios that worked for the past 40 years aren’t ready for what’s coming.
- The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations. Higher interest rates and inflation are upending millions of Americans’ retirement planning. Wall Street’s boilerplate mix of stocks and bonds isn’t cutting it anymore.