Episode 91
The Death of the 60/40 Portfolio – Building a Modern Faith-Based Tactical Allocation for Today’s Markets
In this powerful episode, Faith Investor Services, tackles one of the biggest shifts in modern investing: the decline of the traditional 60/40 portfolio. For decades, retirees leaned on a simple formula: 60% stocks for growth, 40% bonds for safety. But as Faith Investor Services explains, that strategy was built for a world of falling interest rates and low inflation. Today, that world is gone.
Faith Investor Services explores why the 60/40 model no longer works in today’s volatile markets. Faith Investor Services unpacks the dangers of outdated assumptions, showing how inflation, higher interest rates, and synchronized stock-bond declines have shaken retirees’ confidence. Faith Investor Services shares the story of a retired couple whose “safe” portfolio lost 18% in 2022, until they shifted to a Faith-Based Tactical Allocation that provided income stability, inflation protection, and biblical alignment. Faith Investor Services ties these lessons to Scripture, reminding listeners that wise stewardship means building on the rock, not the sand.
Then Faith Investor Services moves from diagnosis to prescription, introducing Faith-Based Tactical Allocation. Faith Investor Services describes his “Buckets and Balance” strategy: growth stocks for offense, private pensions for defense, and diversifiers like gold and real assets for hedging. Faith Investor Services shares the transformational story of clients who found spiritual peace after aligning their portfolios with their values.
Listeners are invited to take action through a free Portfolio Session at faithinvestorservices.com
