Is the 60/40 portfolio dead?

Charles Sachs, CFA,CFP® | Featured in MSN | April 21, 2021

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by MSN to discuss the 60/40 portfolio.

Article excerpt: “Rumors of its death are greatly exaggerated,” says Charles Sachs, chief investment officer with Kaufman Rossin Wealth in Miami, Florida. “More modest-sized portfolios will be served well from an old-fashioned 60/40.”

Read the full article at MSN.com

Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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Is the 60/40 portfolio dead?

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