A 60/40 portfolio refers to a traditional mix of accounts with 60 percent invested in U.S. and international stocks, plus 40 percent invested in bonds and cash. This has been the template for a “balanced portfolio” for about fifty years, although the mix of investments has changed a lot over time. Some advisors like to use actively managed strategies to fill out a 60/40 portfolio, while others – like Flourish – focus on less expensive and more predictable index strategies. There are lots of combinations for investors to try, and the 60/40 portfolio has been a very successful investment strategy over the years.


Despite that, some economists are saying this investment approach is on its way out. Is it dying, though, or simply taking a nap? Jay Pluimer takes you through the details in this episode of the Flourish Insights podcast.
Check back next week for more Flourish Insights with Jay Pluimer and don’t forget to check out our insights blog at https://www.flourishinsights.com

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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