Planning for retirement often means making decisions about how to make the most of the financial resources you’ve worked hard to build. That’s why we’re proud to share that Longbridge Financial Chief Operating Officer Bill Packer recently contributed to a U.S. News & World Report article exploring whether the traditional 60/40 investment portfolio remains an appropriate strategy for retirees.
For decades, a 60/40 portfolio — typically made up of 60% stocks and 40% bonds — has been considered a balanced investment approach. As retirement planning continues to evolve, many homeowners are looking at how investments, savings, home equity, and other assets can work together to support the retirement they envision.
The article highlights the importance of taking a thoughtful, personalized approach to retirement planning — recognizing that the right strategy depends on your goals, financial resources, and long-term priorities.
“As we age, [the 60/40 portfolio] suitability changes significantly because your ability to recover from market downturns decreases. This is especially true for retirees who often have income sources that may not change as needs evolve.”
At Longbridge, we believe retirement planning starts with understanding your complete financial picture. We’re proud to see Bill recognized as a trusted voice in this important discussion and appreciate the opportunity to be part of the broader conversation around retirement planning.
Read the full U.S. News & World Report article: Is a 60/40 Portfolio Appropriate for Retirees?