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Is the 60/40 Portfolio Dead? | Financial Advisors
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Is the 60/40 Portfolio Dead? | Financial Advisors

As stocks and bonds sank in tandem this year, market watchers couldn't help but wonder aloud: Has the traditional 60/40 portfolio outlived its usefulness?"Considering the tough year for the markets, the chorus of the 'death of the 60/40' portfolio tends to get louder," says Melissa Shaw, wealth manager at TIAA in Palo Alto, California. Shaw notes that the 60/40 portfolio is down more than 20% for the year, causing many financial advisors and investors to question the viability of the mix. Here are some factors for financial advisors and others to weigh as they consider changes to the way assets are allocated in their portfolio: Pros and cons to a 60/40 portfolio now. Finding a suitable mix of assets. There's no one-size-fits-all strategy. Pros and Cons to a 60/40 Portfolio NowA portf...