60/40 Lagged in 2025, but Still Wins the Long Game: Morningstar
By Dinah Wisenberg BrinThe traditional stock/bond portfolio, the researcher finds, "has been tough to beat" over extended periods.
January 08, 2026
Why the 60-40 Portfolio Might Be the Comeback Kid in 2026Given the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.
December 16, 2025
BD to Pay $150K Over L Bond Recommendations to SeniorsKingswood Capital, FINRA says, failed to supervise a rep's sale of a high-risk investment from GWG Holdings.
December 01, 2025
Bob Doll: 6 Market, Economic Trends to Watch in 2026"Asset prices reflect undue complacency," the Crossmark CEO and CIO warned.
November 03, 2025
Gundlach Slashes DoubleLine's Gold HoldingsGold isn't the only asset "at a very aggressive level," he warns.
October 22, 2025
16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' AdviceTen stocks in the index comprise 40% of its market cap. What's an advisor to do?
September 22, 2025
Bob Doll: We're in a 'High-Risk Bull Market'Equities represent more than 30% of households' financial assets, a record high, the Crossmark CEO writes.
September 19, 2025
6 ETFs for Falling Interest RatesClients might consider shifting funds to small-cap stock or bond ETFs as interest rates decline.