Global Wealth Advisors
Financial Planning and Investment Management
Many investors are wondering if they can look for stability in the 60/40 portfolio again, or if they should continue to hit pause on the fixed-income market. In episode 52 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed look at the end-of-year numbers, the fixed income market and its effect on the 60/40 portfolio, as well as the potential signs of recession. To close out the show, they dig into charitable giving ideas for the end-of-year including a deep dive into donor-advised funds.
Find it Fast: What Happened to the 60/40 Portfolio?
End-of-Month Update:
01:14—End-of-the-month market numbers
03:23—Bonds/fixed-income and the 60/40 portfolio
09:00—What effects did the dollar have this month?
10:10—Have interest rates peaked?
13:40—Potential signs of recession
End-of-Year Charitable Giving Ideas:
22:22—Donor-advised funds
Listen in to Your Money Momentum published twice monthly. If you like What Happened to the 60/40 Portfolio, check out our previous podcast Recession Indicators.
The Your Money Momentum podcast is produced by: Pamela Engstrom
