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Show Notes
The demise of the 60/40 portfolio appears to have been short-lived as sharply higher rates on bonds have lifted the returns for the 40% invested in fixed income funds and ETFs.
Listeners want to know:
What happened to Vestory?
Which is better mutual funds or ETFs?
How can a value tilt be added to portfolio?
Can a tax loss be taken now for last year?
Would taking a tax loss on VTWAX and immediately investing in VT invoke wash-sale rule?
What's our opinion of high-yield savings accounts?
Are Northern Trust funds good investments?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Listeners want to know:
What happened to Vestory?
Which is better mutual funds or ETFs?
How can a value tilt be added to portfolio?
Can a tax loss be taken now for last year?
Would taking a tax loss on VTWAX and immediately investing in VT invoke wash-sale rule?
What's our opinion of high-yield savings accounts?
Are Northern Trust funds good investments?
Learn more about your ad choices. Visit megaphone.fm/adchoices