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Home > The Clark Howard Podcast > 09.05.24 INVESTING: Do the 60/40 Portfolio and the 4% Rule Still Work?
Podcast: The Clark Howard Podcast
Episode:

09.05.24 INVESTING: Do the 60/40 Portfolio and the 4% Rule Still Work?
Category: Business
Duration: 00:28:15
Publish Date: 2024-09-05 09:00:00
Description:

Clark is out today, but returns tomorrow in time for Clark Stinks. Back by popular demand is Wes Moss, a fiduciary financial advisor that Clark and Christa have known for years. A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa to discuss the purpose of these fundamentals and explains why they still belong on the Mt. Rushmore of finance.

  • 60/40 Portfolio: Segment 1
  • Ask Wes: Segment 2
  • 4% Rule: Segment 3
  • Ask Wes: Segment 4


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