Key Takeaways The 60/40 portfolio no longer reflects modern market dynamics, according to José Minaya of BNY.A better model is a 50/30/20 portfolio that balances equities, bonds, and alternatives, he ...

Generally speaking, the longer your retirement and the higher your stock allocation, the less you should withdraw annually.

Mortgage rates track the 10-year Treasury yield closely. If yields are rising due to tariff uncertainty, and the Supreme Court rules to invalidate tariffs, Treasury yields could fall as the fiscal ...

Over the next decade, the traditional 60-40 portfolio will post average lower annual returns than many online bank accounts do today, according to a web tool from Newport Beach, Calif.-based Research ...

The classic 60-40 market portfolio — with 60% in stocks and 40% in bonds — has come under serious scrutiny in recent years, with major changes in the bond market leading to fundamental questions about ...