With a toddler, and another baby on the way, a single-earner couple aims to get the most bang for their investment dollars.
Following this rule of thumb might serve you well in case interest rates go up.
Harbor Capital Appreciation gets a new comanager, some Vanguard expense ratios fall, Oppenheimer changes a value manager, Vanguard rotates some bond fund managers, a Lord Abbett small-cap blend manager leaves, and more.
I am not in any way affiliated with any of the funds and/or fund companies I write about
Although some Vanguard funds underperformed their peers during the market rally, the firm had more portfolios in the top quartile of their categories than in the bottom quartile.
Following a first quarter that saw riskier assets outperform, and a second quarter marked by a flight to Treasuries, investors would do well to review the suitability of their current portfolio allocations, says Morningstar's director of fixed-income research.