Phil’s Tax Hacks

Ep 160: Should You Follow the 60-40 Rule?

November 22, 2022

People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective?

In this episode, we will break down the 60-40 rule and help you understand how to expand this concept to diversify your investments.


Join us on today’s episode as we break down these major topics:

  • What is a 60-40 portfolio? (1:41)
  • Phil’s thoughts on the challenges of a 60-40 portfolio. (2:36)
  • What alternative to bonds could you use in a 60-40 portfolio? (7:05)

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