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| less than a minute read

Your ‘set it and forget It’ 401(k) made you rich. No more

Longer-term Treasury yields have hit their highest levels in 16 years, causing their value to plummet, and stocks are expensive. Investors now need to lower their expectations and play defense.

An investor who put $1,000 into a 60/40 portfolio at the end of 1981, even after adjusting for inflation, had $18,728 by the end of 2020.

Tags

savings, portfolio mix