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The 60/40 Fail And Other Investing Lessons From 2022

The 60/40 Fail And Other Investing Lessons From 2022

Posted January 5, 2023
Ron DeLegge
ETFguide

In this special episode, Ron DeLegge @etfguide talks about why the popular 60/40 portfolio mix failed in 2022, what ETF strategies worked, what didn’t and what to expect in 2023.

Ron also explains why the just passed $1.7 trillion Consolidated Appropriations Act of 2023 is contributing not just to runaway U.S. government debt, but dramatically higher future tax rates. Moving your money into your tax-free bucket is ESSENTIAL to protect your wealth not just now but in the coming years!

Ron also provides an update on why investing with a margin of safety is crucial, how to do it and a big announcement about 2023 retirement planning webinars, plus another new original series from ETFguide TV.

Originally Posted January 1, 2023

Disclosure: ETFs

Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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Complex or Leveraged Exchange-Traded Products are complicated instruments that should only be used by sophisticated investors who fully understand the terms, investment strategy, and risks associated with the products.  Learn more about the risks here: https://gdcdyn.interactivebrokers.com/Universal/servlet/Registration_v2.formSampleView?formdb=4155

Disclosure: Tax-Related Items (Circular 230 Notice)

The information in this material is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.

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