The 60/40 portfolio strategy, student loan borrowers, designating beneficiaries
Mind Your Money26 Mars 2025

The 60/40 portfolio strategy, student loan borrowers, designating beneficiaries

The 60/40 portfolio strategy, once seen as a stable approach, may no longer deliver the same returns due to changing market conditions. Morgan Stanley cross-asset solutions chief investment officer Jim Caron joins Wealth host Brad Smith to discuss how shifting interest rates and the need for more active management in both equity and bond allocations can help investors adapt to today's volatile market environment. A new report from the Federal Reserve Bank of New York estimates that about 9 million Americans with student loan debt are at risk of seeing their credit scores fall due to being late on their payments. Yahoo Finance Personal Finance Reporter Jordan Weissmann reports the details. Investors should regularly check and update their beneficiary designations to avoid complications with asset distribution after their passing. Yahoo Finance Decoding Retirement host Bob Powell joins Wealth host Brad Smith to discuss the importance of keeping these designations current, especially after major life events like divorce or the birth of a child. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices

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