))
Should you invest in the 60/40 portfolio?
Manage episode 450766072 series 3550023
Content provided by Jim Martin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Martin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Jim Martin and Casey Bibb discuss the viability of the traditional 60/40 investment portfolio in today's financial landscape. They cover recent IRS updates on contribution limits, insights on interest rates, and the impact of inflation on retirement funds. Additionally, they delve into the latest job report, Federal Reserve rate cuts, and their implications for the economy. The hosts also touch on lighter topics, such as McDonald's spicy nuggets and their current TV recommendations.
http://retiresmartscore.com <- Get your retirement score!
http://retirewithmartin.com/ <- Learn about working with Jim
www.planwellretirehappy.com
00:00 Introduction to the 60/40 Portfolio 01:03 IRS Contribution Limits Update 04:11 October Jobs Report Analysis 05:58 Federal Reserve Rate Cuts Discussion 07:56 Evaluating the 60/40 Portfolio 14:39 McDonald's Spicy Nuggets Return 16:00 What We're Watching 20:04 Conclusion and Listener Engagement
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
29 episodes
Share
