Is 60/40 Dead?
Multiple articles state that a 60% stock/40% fixed income portfolio is an anachronism. They believe it should be replaced by more modern assets. Tom and Don examine their claims.
A caller getting pitched an indexed annuity looks for the best questions to ask the salespeople.
Another looks for a moderate risk investment for a special-needs trust.
Plus Tom and Don dig deeper into alternative investments and discuss the fees charged by financial "advisors."