Why the Traditional Inventory-and-Bond Funding Technique Isn’t Working

Over their 50 years of marriage, Dave and Kathy Lindenstruth adopted a time-honored Wall Avenue technique to safeguard and develop their retirement nest egg: a mixture of 60% U.S. shares and 40% bonds often known as the 60-40 portfolio. Now, it’s failing them.

“There have been some days extra not too long ago the place I’ve checked out my portfolio and gone ‘oh, crap,’” Dave Lindenstruth mentioned.