In the second part of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Rotblut discuss how financial professionals can talk to their clients during market volatility and uncertainty. They also touch on how investors can be more tactical, nimble, and strategic in their portfolio construction in this environment.
Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal
Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock