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. 

Be Patient, Be Balanced
Walter Todd on FOX Business

Walter Todd chatted with Maria Bartiromo on Fox Business this morning, where he discussed Walmart’s new audience as “the…

On the Defense
Walter Todd on BBC Radio

Walter was featured on BBC Business Matters to discuss the latest headlines including the multi-year economic effort that…

A Client’s View: Financial Planning

Any one of our advisors could walk you through the technical steps involved in developing,...

Related Posts

Be Patient, Be BalancedWalter Todd on FOX Business
Be Patient, Be Balanced
Walter Todd on FOX Business

Walter on "Mornings with Maria"Is Walmart a victim of its success? Are tariffs already impacting earnings? Walter Todd chatted with Maria Bartiromo on Fox Business this morning, where he discussed Walmart's updated guidance, including the impact of tariffs and the...

On the DefenseWalter Todd on BBC Radio
On the Defense
Walter Todd on BBC Radio

February 19, 2025 - BBC Business Matters Walter was featured on BBC's World Business Report yesterday to discuss economic headlines. He spoke with Ed Butler about the surprising returns for European defense contractors so far this year, and how the American defense...

The End of the BeginningWalter Todd on BBC Radio
The End of the Beginning
Walter Todd on BBC Radio

January 16, 2025 - BBC Business Matters Walter was featured on BBC Business Matters earlier this week to give the American perspective on headlines and market news, including the multi-year economic effort that will be required to rebuild Gaza as news of a ceasefire...