J.R. Whelan

speaker

21,375 appearances 574 recordings 1 series first heard Oct 2017 last heard Aug 2024

J.R. Whelan’s voice in public audio — every appearance, attributed to the second.

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Here's your money briefing for Wednesday, April 19th. matched

I'm J.R. matched

Whelan for The Wall Street Journal. matched

One investing strategy that's been consistent among financial advisors for decades is 60-40, a blend of 60% stocks and 40% bonds. matched

That is, until last year. matched

We'll talk to WSJ Markets reporter Hardika Singh after the break. matched

Financial advisors have long recommended a 60-40 approach to investing, 60% in stocks and 40% in bonds. matched

But sharp market declines last year pushed that strategy out the window. matched

Now in 2023, it's back on the table for investors to consider. matched

Wall Street Journal markets reporter Hardika Singh joins us to explain why. matched

So Hardika, with the exception of last year, why has the 60-40 strategy worked so well for investors? matched

All right. matched

And so why did that strategy not work in 2022? matched

All right. matched

So let's focus on 2023. matched

What is it about the market this year that makes the 60-40 strategy attractive again? matched

But is this a sure thing in 2023? matched

It seems like the Fed is always full of surprises and kind of catches the market by surprise. matched

Plus, we keep hearing that stocks are expensive and might have room to come down. matched

Could that impact the effectiveness of 60-40? matched

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