The 60/40 Portfolio: Down but Not Out
November 23, 2022
This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some
This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new
By Caleb Arringdale When most people think of investments, the first thing that comes to mind is usually stocks. Stocks receive much more media attention and
Investors often consider yield when assessing the expected return of a bond. Yield to maturity equates the current price of a bond to its coupon structure.
Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested
Rigorous research on what drives stock and bond returns has been part of Dimensional’s DNA since day one. A profound understanding of what drives differences in
[This post is part of the Financial Rules of Thumb series. Check out the rest here!] “Bonds are safe”. “You can’t lose money in bonds”. These and other similar
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
The Planning Center © 2024