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Did the traditional 60/40 portfolio stop working? After stocks and bonds struggled at the same time, many investors were left wondering whether diversification still offered the protection they expected.

In this video, Hunter Brockway with Boca Retirement Strategies examines what 150 years of market history can teach us about the recent downturn and why the experience was especially difficult for investors approaching retirement.

You’ll learn:

• Why the latest recovery felt different from past market cycles • How stocks and bonds can play different roles in a retirement portfolio • How cash reserves, bond duration, and withdrawal guardrails may support retirement income

If you’re between 50 and 65, this video can help you reconsider the role of diversification without allowing one unusual market cycle to dictate your entire retirement strategy.

This content is for educational purposes only and should not be considered individualized financial, tax, legal, or insurance advice. Consult qualified professionals regarding your specific situation.

#RetirementPlanning #PortfolioStrategy #AssetAllocation #Diversification #RetirementIncome #Investing