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Mar 6, 2015

Morningstar points out that the last fifteen years for stocks have been anything but stellar:  Bond funds have outperformed stock funds. Bond funds averaged 5.7% before fees over the past 15, while the S & P 500 fund averaged only 4.28%. With stocks now at all time high's and interest rates at all time lows, how secure should retired investors feel with the tradional 50-50 portflio. Jim Gentrup, CFA, joins Steve and Sinclair for the Q and A