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08.12.25 Is the 60/40 Rule DEAD? and Inheriting Money The Right Way
Is the 60/40 Rule DEAD? and Inheriting Money The Right Way
Is the 60/40 investing rule dead? Fiduciary financial advisor Wes Moss tackles this question by looking back at research and revealing what a $500,000 portfolio would look like today. He shares why balanced investing is still critical for a comfortable retirement. Also, with the largest wealth transfer in history underway, Wes provides a reality check on inheriting money. He gives you a simple checklist for receivers and givers to make sure you're prepared.
Plus, Christa shares your #AskWes questions and Wes gives his take. All this…
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