Jonathan Clements: Rebalance Stocks and Keep Bonds Short


Investors should make it a priority to rebalance their portfolios following last year’s strong stock market performance, said Jonathan Clements, author of ‘Money Guide 2015‘. Clements added that most active fund managers failed to beat their benchmarks last year, so investors may want to switch to index funds in 2015. He said interest rates can’t go much lower so investors may want to keep the duration of their funds short. Meanwhile, Clements said mortgage rates are still below historical levels and home prices are well below their 2006 peak, so it may be a good year to buy a house.

Jonathan Clements: Rebalance Stocks and Keep Bonds Short

Themes for the next decade: Cannabis, 5G, and EVs

CannabisA lot changes in 10 years, and many changes are expected by the time 2030 rolls around. Some key themes have already emerged, and we expect them to continue to impact investing decisions. At the recent Morningstar conference, several panelists joined a discussion about several major themes for the next decade, including cannabis, 5G and Read More