Informed Investing

JUNE 4, 2026

The Vanguard Portfolio That Works When Inflation and Slower Growth Hit at Once

The traditional 60/40 portfolio is facing challenges as inflation rises and interest rates increase, disrupting the historical negative correlation between stocks and bonds. In 2022, both asset classes fell over 20% simultaneously, a phenomenon not seen since the stagflation of the '70s. With current inflation pressures driven...

Here Is the $850,000 Three-Bucket Income Portfolio I Would Build to Pay a 66-Year-Old Couple $4,612 a Month

A 66-year-old couple aims to generate $4,612 monthly from an $850,000 portfolio, targeting a 6.5% yield. Strategic asset placement is crucial: higher-tax investments like REITs should be in tax-deferred accounts, while qualified-dividend stocks fit better in taxable accounts. This approach enhances after-tax income without...

#Asset Allocation

The Vanguard Portfolio That Works When Inflation and Slower Growth Hit at Once

Here Is the $850,000 Three-Bucket Income Portfolio I Would Build to Pay a 66-Year-Old Couple $4,612 a Month