This year both stocks and bonds have advanced, sending the 60/40 mix to the best start to a year since 1987.
Putting 60% of your holdings in stocks and 40% in bonds as a strategy is alive and well despite last year’s terrible performance.
In today’s markets, there aren’t many other things you can turn to as a long-term safe haven.
Transfer tax minimization is key.
Vanguard benefited from being more exposed to fossil fuels than its peers.
