Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are premature. A portfolio that held 60% of its assets in U.S. stocks and 40% ...
“What is the new 60-40 Rule?” This is a great question we recently received from Investment U reader Janice F. We liked it so much that I decided to devote an entire column to it. Janice is referring, ...
The investment environment of the 2020s will be defined by higher inflation and interest rates. A diversified portfolio with a 5% annual yield can provide a steady income for older investors. The ...