Higher Yields Help

Written By Don McDonald

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?

Don McDonald
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