Addressing 60/40 Woes and the Bond Collapse With Clients
Oct 26, 2022
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By Debra Taylor, CPA/PFS, JD, CDFA
Bonds are supposed to provide stability in the portfolio, but that has not been the case in 2022. Instead, the famed 60/40 portfolio is on pace for its worst performance in a century. Here are four ways to address the resulting losses with clients.