July Money
Invest in equities rather than bonds
As a conservative investor, I generally maintain a 50/50 ratio of equities and bonds in my portfolio. I have recently increased the percentage of equities in my portfolio.
By Elliot Raphaelson July 13, 2026 3 min read
As a conservative investor, I generally maintain a 50/50 ratio of equities and bonds in my portfolio. I have recently increased the percentage of equities in my portfolio.
Because I am well past 73 and still have some traditional (non-Roth) IRAs in my portfolio, I do have to take annual required minimum distributions (RMDs).
When I take RMDs in 2026, I have taken withdrawals primarily…
