Future of portfolio allocation, tech investments, understanding bond ladders

Today on Wealth, host Brad Smith talks with Ballast Rock Private Wealth Sector Wealth Advisor & Portfolio Manager Jim Carroll about portfolio allocation and why the 60/40 method is not working right now.  Spear Invest Founder and CIO Ivana Delevska joins the show to discuss tech and how to fit it into your portfolio.  To round out the show, Smith talks with Summit Place Financial Advisors Founder & President Liz Miller about bond ladders and how they can help preserve your wealth close to and in retirement. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.   Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at [email protected]. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices