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This is an interesting article that looks back in history on the usage of balanced funds and their dropping out of popularity with the advent of asset allocation. Now the balanced fund is coming back with a new look.
I was curious at to what are the 2 Vanguard funds you are referring to? If you also have the symbols, I would appreciate that. The 2 funds could be a good option to add to my portfolio. Are they managed externally or by Vanguard
@Tampabay Well, conceptually, one has to "twirk the definitions" a bit; but when you step back and take a look at the real returns of the 60/40 over a longer chunk of time, your wife isn't much off the mark re. her "lifetime annuity" perspective.
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Regards,
Ted
your welcome
@Tampabay Well, conceptually, one has to "twirk the definitions" a bit; but when you step back and take a look at the real returns of the 60/40 over a longer chunk of time, your wife isn't much off the mark re. her "lifetime annuity" perspective.