Tim’s Top Links – 10/28/19

Bank of America had declared that the traditional 60-40 portfolio for investors was “dead”, but Brendan and Tom gave their take on the matter in the Mullooly Asset Podcast last week.  Check it out below.

Here’s what I’ve been reading this morning:

‘Is the 60/40 Portfolio Dead?’ – Mullooly Asset Podcast

  • Brendan and Tom talk about the 60-40 portfolio, allocation “defaults” in general, and what they mean for investors.

‘Escape the Fee Prison Now’ – Nick Maggiulli – Of Dollars and Data

  • Nick breaks down how much someone should be willing to sacrifice in surrender fees to move into a cheaper portfolio.

‘Big Life Transitions Happen Whether We Want Them To or Not’ – Tadas Viskanta – Abnormal Returns

  • Some big life events are easy to foresee ahead of time, but often times big transitions happen unexpectedly.

‘Putting the Buy-and-Hold Gospel to the Ultimate Test’ – Jason Zweig – The Wall Street Journal

  • Jason tells the tale of the market crash in 1929 and what people often forget about it.


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