Rethinking the approach to the classic 60/40 portfolio
The classic stock/fixed income approach to portfolio diversification, traditionally structured as 60% stocks/40% bonds, is under increasing pressure.
Some financial professionals think the next evolution of portfolio construction may require rethinking 60/40 by adding different sources of diversification and potential return. Having conversations about diversification in your asset allocations may be helpful as you work to achieve your retirement savings goals.
This Allocation Conversation Starter allows you to: