Discover15 Minutes of FinanceThe Proprietary 50-4-10 and How Planner Myths Rob Your Wallet
The Proprietary 50-4-10 and How Planner Myths Rob Your Wallet

The Proprietary 50-4-10 and How Planner Myths Rob Your Wallet

Update: 2025-08-10
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James breaks down this week’s market moves, earnings buzz, and what could happen if inflation data looks good and the Fed starts flirting with rate cuts. He reveals his firm’s proprietary “ideal” allocation for long-term investors and then wades into a full-blown LinkedIn throwdown with a CFP who’s trying to talk TSP investors out of the C Fund...aka the S&P 500.


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The Proprietary 50-4-10 and How Planner Myths Rob Your Wallet

The Proprietary 50-4-10 and How Planner Myths Rob Your Wallet

James Walters, CIMA®, CRPC®, and Brandon West, CPA