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Stockchase Opinions

Larry Berman CFA, CMT, CTABMO Balanced SeriesUnits ETFZBAL.TODON'T BUYApr 07, 2025

You don't need any fixed income 15 years ahead of retirement, because it depends on your level of risk. If inflation is more persistent for a decade or more because of tariffs, the bonds in a portfolio will fail. Fixed income has been terrible for a decade and will be for a decade more.

$37.77

Stock price when the opinion was issued

$15.99

As of Oct 16, 2026. Market Open.

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