Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are premature. A portfolio that held 60% of its assets in U.S. stocks and 40% ...

Rules are meant to be broken, right? New research is flipping two oft-repeated retirement savings tenets on their heads: the 4% withdrawal guideline and the 60-40 investment portfolio. These ...

For decades, the 60/40 portfolio — 60% stocks, 40% bonds — was the gold standard for retirees. It offered growth with stocks, stability with bonds and a decent chance of sleeping well at night. But ...

If you invest according to the classic 60/40 rule, with three fifths of your nest egg in stocks and two fifths in bonds, then take a moment to pat yourself on the back: It’s a pretty good strategy.

A classic investment strategy that has fallen out of favor is starting to stir some interest. The traditional 60/40 portfolio — a balanced fund that has a 60% allocation to stocks and 40% to bonds — ...

Vanguard is singing a new tune for investors in 2026. It goes like this: Out with the standard portfolio mix of 60% equity and 40% fixed income, and in with the opposite — a 40% equity share (20% US ...

The classic 60/40 investment portfolio could be headed for a decade of dismal returns, BofA said. The bank said it believed the 60/40 portfolio would record a loss of 0.1% over the next decade.

The once-dependable 60/40 portfolio has had a rough few years, but that doesn't necessarily mean investors should count it out. The allocation of 60% stocks and 40% bonds typically provides less ...

For a long time, the 60/40 investment portfolio—60% stocks and 40% bonds—was the go‑to. Its goal was growth plus stability. But times have shifted, and some say (paywall) that the assumptions that ...

Rob Howland, CFP ® senior vice president at Howland and Associates, argues that investors rely too heavily on inherited portfolio rules even as the real economy changes around them. That tension, he ...