Many investors are wondering if they can look for stability in the 60/40 portfolio again, or if they should continue to hit pause on the fixed-income market. In episode 52 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed look at the end-of-year numbers, the fixed income market and its effect on the 60/40 portfolio, as well as the potential signs of recession. To close out the show, they dig into charitable giving ideas for the end-of-year including a deep dive into donor-advised funds.
End-of-Month Update:
01:14—End-of-the-month market numbers
03:23—Bonds/fixed-income and the 60/40 portfolio
09:00—What effects did the dollar have this month?
10:10—Have interest rates peaked?
13:40—Potential signs of recession
End-of-Year Charitable Giving Ideas:
22:22—Donor-advised funds
Listen in to Your Money Momentum published twice monthly.
If you’re interested in listening to our previous podcast, check out Recession Indicators.
The Your Money Momentum podcast is produced by: Pamela Engstrom