The Financial Lab

Author: David Shepherd and Travis Shepherd

David and Travis Shepherd are a father and son financial team that have a passion and talent for taking complicated financial issues and breaking them down into real life language. They've helped thousands of people in Louisiana reach a better understanding of the economic issues they face in and near retirement and provide real-world solutions.
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Language: en

Genres: Business, Education, Investing

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Portfolio Allocation: Is 60/40 still real?
Monday, 3 July, 2023

We've talked before about the 60/40 portfolio (60% stock, 40% bonds) and how horrible it performed last year. Both stocks and bonds took a big hit. Hear if David and Travis agree and if their is another portfolio allocation they prefer. Protect, grow, and Reduce Taxes on your Wealth!