What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

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Recorded12 Oct 2021

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607217

Show notes

Asset allocation is the delicate balance of stocks, bonds, and other assets in an investment portfolio. What allocation is best for your retirement needs? What mix of domestic and international stocks is best? Is a 90/10 equities to fixed income mix crazy in a $10M portfolio? Should Dad be at 90/10 or 60/40? Can pension & Social Security count as a bond allocation? Plus, legacy tax planning: how to avoid confiscatory estate taxes? Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-347

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