InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble

InvestTalk - A podcast by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Categories:

Business

Investing in the 60/40 rule has been a consistent strategy for years – until 2023. Today's Stocks & Topics: FADMX - Fidelity Advisor Strategic Income Fund FSIF, MLI - Mueller Industries Inc., WMS - Advanced Drainage Systems Inc., MP - MP Materials Corp., DGRO - iShares Core Dividend Growth ETF, VIG - Vanguard Dividend Appreciation ETF, Copper, EG - Everest Group Ltd.Advertising Inquiries: https://redcircle.com/brands