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Higher Yields Help

Higher Yields Help



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?

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Published on 2 years, 11 months ago






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