Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Retirement Planning Happy Hour
How Do You Diversify When Everything's Correlated?
In this episode, we break down one of the most critical shifts in modern investing—how the traditional relationship between stocks and bonds is changing. For decades, bonds acted as the safety net when stocks fell, providing balance and protection in diversified portfolios. But recent years, especially since 2022, have shown a troubling trend: stocks and bonds moving down together.
We’ll explore why this positive correlation is happening, how it impacted the traditional 60/40 strategy, and what it means for moderate and conservative investors nearing retirement. If you're relying on bonds to hedge your portfolio risk, this is a conversation you can’t afford to miss.
Whether you're building your retirement plan or reassessing your current portfolio, this episode will help you understand why diversification isn’t what it used to be—and what you can do about it.
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