As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant?

The short answer is yes. But there are some caveats to consider, like everything else in investing.

In this episode, Peter Anastasian and Charlie Massimo explain how the traditional 60/40 investment portfolio model can be strategically used to manage risk and navigate market volatility — so you can sleep better at night.

Charlie and Peter discuss: 
The importance of diversification, rebalancing, and patience (against being swayed by media narratives)
How to avoid common investing mistakes
The role of short-term treasuries in risk management and stability
Why you should consider individual risk tolerances, age, and other crucial factors
And more!

Connect with Wealth Enhancement Group:
1-631-777-1030
Wealth Enhancement Group
LinkedIn: Charlie Massimo
LinkedIn: Peter Anastasian

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant?
The short answer is yes. But there are some caveats to consider, like everything else in investing.
In this episode, Peter Anastasian and Charlie Massimo explain how the traditional 60/40 investment portfolio model can be strategically used to manage risk and navigate market volatility — so you can sleep better at night.
Charlie and Peter discuss: 
<ul>
<li aria-level="1">The importance of diversification, rebalancing, and patience (against being swayed by media narratives)</li>
<li aria-level="1">How to avoid common investing mistakes</li>
<li aria-level="1">The role of short-term treasuries in risk management and stability</li>
<li aria-level="1">Why you should consider individual risk tolerances, age, and other crucial factors</li>
<li aria-level="1">And more!</li>
</ul>
Connect with Wealth Enhancement Group:
<ul>
<li aria-level="1">1-631-777-1030</li>
<li aria-level="1"><a href="https://www.wealthenhancement.com/s/advisor-teams/massimo-anastasian">Wealth Enhancement Group</a></li>
<li aria-level="1"><a href="https://www.linkedin.com/in/charlesmassimo/">LinkedIn: Charlie Massimo</a></li>
<li aria-level="1"><a href="https://www.linkedin.com/in/peteranastasian/">LinkedIn: Peter Anastasian</a></li>
</ul>
<ul></ul>
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth.

Your Pathways To Wealth

You’re listening to Your Pathways To Wealth, a podcast hosted by Charlie Massimo and Peter Anastasian. In this series,You will meet great people who have successfully created and built their wealth, who will share their personal stories and financial strategies with you.

You’re listening to Your Pathways To Wealth, a podcast hosted by Charlie Massimo and Peter Anastasian. In this series,You will meet great people who have successfully created and built their wealth, who will share their personal stories and financial strategies with you.

As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant? The short answer is yes.

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