Opinions Larry Berman CFA, CMT, CTA
BMO Balanced SeriesUnits ETFZBAL.TODON'T BUYApr 07, 2025
$37.77
Stock price when the opinion was issued
$16.08
As of Jul 07, 2026. Market Open.
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
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.