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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.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

(205) 397-2450

Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.

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