13 min

Keeping Our Balance Down the Middle

    • Investing

This month, Peter Mallouk and Jonathan Clements offer their take on the classic 60/40 portfolio, discussing the relative merits of bonds, U.S. stocks and international shares. Plus, learn how timing your charitable donations can potentially result in a larger tax break.

This month, Peter Mallouk and Jonathan Clements offer their take on the classic 60/40 portfolio, discussing the relative merits of bonds, U.S. stocks and international shares. Plus, learn how timing your charitable donations can potentially result in a larger tax break.

13 min