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Have the 60/40 Portfolio Rules Changed?
John Cooper on SC Business Review

John W. Cooper on South Carolina Business Review

 

The atypical markets of 2022 have caused many investors to reconsider the portfolio rule of 60% stocks and 40% bonds. John Cooper joined Mark Switzer on South Carolina Business Review to discuss the “perfect storm” that has impacted returns and how investors can adapt to changing market dynamics.  

“I am encouraging my clients to think of this as a time period where they can reevaluate their expectations and look at stocks as a good place to be, but maybe not getting the same rate of return that they have experienced in the last 10 years.”

John W. Cooper

Listen to the full interview here.

Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice.

John W. Cooper, CFP®

John W. Cooper, CFP®

PRIVATE CLIENT ADVISOR

Born in Greenwood, SC, John is steeped in the Carolina tradition of helping one’s neighbor.  As a Private Client Advisor, he enjoys exercising his neighborly skills by listening to clients about their hopes, dreams, and aspirations to help them create a plan to achieve what is important to them. 

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Callie M. Bradshaw and John B. Proctor, Jr.

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