Is the 60/40 portfolio dead? And obstacles to building wealth.

With recent inflation and interest rate increases and continuing market volatility, more and more people have been predicting a recession. In this episode of Everyday Wealth™, Jean and Soledad are joined by Christopher Jones, chief investment officer at Edelman Financial Engines, to discuss what investment strategies are working in these volatile times and if the 60/40 portfolio is dead. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Brian Leslie to talk about the obstacles that can get in the way of building wealth.


Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

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