Reverse 60/40?

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 15 January 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is 60/40 dead again: 0:20 Vanguard's Changing Approach 0:26 Stock and Bond Ratios Explored 1:57 The Trouble with Market Timing 2:38 Vanguard's Advice: A Shift in Strategy 3:40 The 60-40 Portfolio Debate 4:34 Caller Insights: 401k Strategies 5:17 Building a Portfolio for the Future 7:27 Target Date Funds vs. Index Funds 14:13 Streaming Financial Education 14:45 Accessing Financial Conferences 15:51 The Importance of In-Person Events 18:30 Evaluating Mortgage Payoff Decisions 19:41 Navigating Social Security Benefits 32:49 Simplifying Investment Strategies for New Investors Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:36.8	great future we're talking real money vanguard vanguard vanguard what are you guys thinking
0:46.5	i'm telling you since the uh the passing of jack bogel which has now been a decade i I believe. And who, by the way, we didn't
0:56.4	always agree with. No, not always. Their, they're, they're, they're thinking, their behavior has
1:04.5	changed. The way they treat clients has changed. The way they manage money has even changed a little
1:10.3	bit. Jack was very, very focused in
1:12.4	his day, primarily on indexes. He did have actively managed funds, but there wasn't a lot of
1:18.6	timing advice. In fact, I don't remember any timing advice ever coming out of Vanguard.
1:24.4	No, during the years when we talked to him a lot.
1:28.2	I just don't think they did.
1:29.9	But the new Vanguard, well, they're a bit different.
	...

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