Helping Boomers Understand Why the 60/40 Rule Poses Risks for Them
Feb 25, 2022
By Elaine Belsito
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.
Horsesmouth Assistant Editor