Helping Boomers Understand Why the 60/40 Rule Poses Risks for Them

Feb 25, 2022 / By Elaine Belsito
Horsesmouth Assistant Editor
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In this excerpt of his ebook advising baby boomers on the perils of simply maintaining a 60/40 portfolio, Ron Surz gives a razor sharp and concise history of investment strategy innovations over the past 70 years, explaining where the 60/40 rule comes from and how the thinking has evolved since then.

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