Tag - interest rates

Advice to the Advisors

Sheaff Brock Asset Allocation, pie chart, 60/40 portfolio, Sheaff Brock money management

Ye Olde Pie Chart? Perhaps It’s Time to Fugetaboutit

The old rule of thumb for asset allocation—the one many investment clients used the fix on—was subtracting their age from 100 to learn the percentage of their portfolio that belonged in stocks. (CNN Money now points out that, with Americans living longer and longer, a more appropriate calculation would use the number 110 or even 120 minus their current age!) That calculation may have been primitive and one-size-fits-all, but the concept, of course, was solid. The whole idea behind asset [...]

Advice to the Advisors

Sheaff Brock Money Managers, the great rotation, spinning top

When the Great Rotation Makes Its Arrival, Will COVID-19 Have Been the Cause?

Anticipating a shift of bond holdings into stocks, Marketwatch, in November of last year, began talking about a 2020 “Great Rotation.” Now, a half year later, Bank of America agrees with that prognosis: “The stars have aligned for more stock gains,” with equities being the most attractively valued in decades as compared to bonds. Advisors will find that, for investors, the coming great rotation will be all about investment yield, observes Sheaff Brock Managing Director Dave Gilreath. Simply put, the [...]