CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Why the 60/40 Stock/Bond Rule is Stupid

  • CPA (CA)
  • CFP
  • CPA (US)
  • CFA
  • CPA/PFS
  • CSA
Why the 60/40 Stock/Bond Rule is Stupid

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

The Fundamentals of PEOs: Everything You Need to Know to Find, Refer and Work with a Professional Employer Organization

(648)

Oct 19, 2021 | 02:00 PM EDT View Details

Intermediate Payroll for the Administrative Professional

(1)

Oct 19, 2021 | 02:00 PM EDT View Details

Introduction to Government Accounting

(2)

Oct 19, 2021 | 02:30 PM EDT View Details

Ethics at Work

(7)

Oct 19, 2021 | 02:30 PM EDT View Details

Why Client Experience Matters in Every Accounting Firm

(202)

Oct 19, 2021 | 03:00 PM EDT View Details

Forensic Accounting: Fraud Investigation Engagements

Oct 19, 2021 | 03:00 PM EDT View Details

IRS Representation Series - Reducing IRS Assessments for Interest & Penalties

(1)

Oct 19, 2021 | 03:00 PM EDT View Details

Sales Tax Liabilities Of Manufacturers And Other Service Providers

(173)

Oct 19, 2021 | 04:00 PM EDT View Details

President Biden's Tax Proposals: A First Look At The Pending Storm

(201)

Oct 19, 2021 | 04:00 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

(13)

Oct 20, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

(119)

Oct 20, 2021 | 09:00 AM EDT View Details

Is It Time for a Development Audit?

(1)

Oct 20, 2021 | 09:00 AM EDT View Details

IFRS Fixed Assets (Property, Plant & Equipment)

(6)

Oct 20, 2021 | 09:30 AM EDT View Details

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

(5)

Oct 20, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?

(21)

Oct 20, 2021 | 10:00 AM EDT View Details

Course Description

For decades, the “go to” asset allocation used by most investment advisors is 60% in equities and 40% in bonds, but this is a stupid choice for many investors. Asset allocation is the most important investment decision because it explains 100% of investment performance. Check your own asset allocation. Is it 60/40 or near that ratio? Why? 

The Employee Benefit Research Institute (EBRI) reports that the average IRA account is 60/40 regardless of age. Also, the $2.5 trillion in target date fund investments is 60/40 at the target date. 60/40 is ubiquitous, and it’s stupid because it’s just not right for everyone. Nothing is a true “Goldilocks portfolio.”

  • The 60/40 Stock/Bond Rule is ubiquitous, and that’s stupid because it’s just not right for everyone.
  • Asset allocation is the most important decision, and is designed to achieve objectives. Risk preference needs to be controlled by risk capacity.
  • It’s easy to be smarter than 60/40

Key topics covered in this online CPE webinar:

  • Why 60/40 is stupid?
  • What’s smarter?

Learning Objectives

  • To discuss why 60/40 is the one-size-fits-all allocation 
  • To discover current risk in stocks and bonds
  • To evaluate performance of 60/40
  • To check appropriateness of 60/40 for those near retirement

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Certified Public Accountant
  • Certified Senior Advisor
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Financial Planner
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Senior Accountant
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Testimonial

4.3

(134)
47%
37%
15%
0%
1%

MS

Exceptional

SK

Very good

MS

Good relevant topic

MB

Some good concepts of investing and risk.

KJ

useful info

LK

Good basic informatioin