Stocks or Bonds? The Choice That Could Shape Retirement
Published . Updated .
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How much should you hold in stocks versus bonds? Your asset allocation could have a major impact on your retirement income, growth and risk.
Directly affected
- No company is named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond ETF+0.2% 17d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story.
- IEF iShares 7-10 Year Treasury Bond ETF+0.1% 17d
iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “bonds” (US interest rates) in this story.
- JPM JPMorgan Chase-1.4% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story.
- BAC Bank of America-12.4% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story.
- DHI D.R. Horton+2.1% 30d
D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story.
- SCHW The Charles Schwab
The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “bonds” (US interest rates) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TLTPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| IEFPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| JPMPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| BACPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| DHIPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| SCHWPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Stocks or Bonds? The Choice That Could Shape Retirement MoneyLion
Source: MoneyLion
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman bought IEF (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 65 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a dependent child), worth $1,001 - $15,000 on 15 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 8 Oct 2026. That is 36 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 70 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 20 Oct 2026. That is 24 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a dependent child), worth $1,001 - $15,000 on 13 Oct 2026. That is 31 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 65 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 88 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “Stocks or Bonds? The Choice That Could Shape Retirement” looks
12 out of 100
“Stocks or Bonds? The Choice That Could Shape Retirement” scores 12 out of 100. The score uses 1 sources.