Financial Planner

Descant · 11-08-2017, 10:22 PM

I've done very well with Fidelity,too, but I base a lot of my plans on Mornngstar's "Dividend Investor" newsletter. I do very little with mutual funds or fixed income. When I went through securities broker-dealer training 30 years ago, we all talked about 60% equities and 40% fixed income. These days, these ratios are just plain foolishness in my book when solid fixed income returns (gov's and CD's) are below 2%, many below 1%, and solid companies are paying 3% or better. (CTL pays 10%!)

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11-08-2017, 10:22 PM	#32
Descant Senior Member Join Date: Mar 2006 Location: Merrimack and Welch Island Posts: 4,656 Thanks: 1,448 Thanked 1,733 Times in 1,127 Posts	I've done very well with Fidelity,too, but I base a lot of my plans on Mornngstar's "Dividend Investor" newsletter. I do very little with mutual funds or fixed income. When I went through securities broker-dealer training 30 years ago, we all talked about 60% equities and 40% fixed income. These days, these ratios are just plain foolishness in my book when solid fixed income returns (gov's and CD's) are below 2%, many below 1%, and solid companies are paying 3% or better. (CTL pays 10%!)