Are you a stock or bond? You may not be accustomed to comparing yourself to a financial security, but it may be useful when you're trying to figure out your portfolio's optimal stock/bond mix. The ...

Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and finance from DePaul University. The asset mix is the breakdown of all assets within a ...

BOSTON - Is it time to retire the idea of a 60/40 portfolio? The strategy has been generally regarded as a good starting point for most investors. But many experts question whether a mix of 60 percent ...

What’s the best way to effectively build the classic 60% equity, 40% fixed-income portfolio? In order to answer this question, advisors should evaluate the logic and performance of various ...

I can answer, once and for all, the anguishing question as to the correct allocation of stocks and bonds for someone approaching retirement — as well as what it should be once they are retired. Much ...

GBAB's recent price pullback offers a good opportunity to lock in a high yield of 9.6%, supported by rate-cut tailwinds and leverage benefits. The mix of municipal and investment-grade corporate bonds ...

Note, this article ran on Oct. 18, 2011. We are re-featuring it as part of Morningstar.com's Better Bond Investing Week. Are you a stock or bond? You may not be accustomed to comparing yourself to a ...

Is it time to retire the idea of a 60/40 portfolio? The strategy has been generally regarded as a good starting point for most investors. But many experts question whether a mix of 60 percent stocks ...