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Wrong William Bernstein?

William J. Bernstein

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

//www.investorhome.com/


Asset Allocator, Asset Allocation Financial Planning Risk Management Strategies

National Investment Management Inc.


Asset Allocator, Asset Allocation Financial Planning Risk Management Strategies

StopsUSA LLC


, The Intelligent Asset Allocator

Trumpet Geeks International


The Intelligent Asset Allocator

HELP4U PUBLISHING


The Intelligent Asset Allocator

JTI Group


Affiliations

Efficient Frontier Inc

Founder


Vanguard

Founder


Index Funds Advisors Inc

Right Advisor


Journal of Indexing

Member of the Editorial Review Boards


Financial Analysts Journal

Member of the Editorial Review Boards


Bay Area Hospital

Member of the Finance Committee


Alcoholics Anonymous

Founder


The NoBrainer

Founder


Education

BA

La Salle College


MD

University of California at San Francisco


PhD

University of California at Berkeley


doctorate

chemistry

the Wall Street Journal


Web References(96 Total References)


Investor Home - Who's Who

www.investorhome.com [cached]

William Bernstein (Efficient Frontier)


Vandermeer Wealth Management Inc.Brent Vandermeer Archives - Vandermeer Wealth Management Inc.

www.vandermeerwealth.com [cached]

Bill Bernstein is an asset allocation expert and the author of The Four Pillars of Investing.
He happened to be at a Morningstar Investment Conference and had an interview with Christine Benz, one of my favorite writers at Morningstar. She asked him about the purpose of fixed income in portfolios. We thought his answer was very revealing. It might not be controversial among financial advisors, but we doubt it is the thought process behind the retail public, which is currently pouring money into bond funds. (Read the whole transcript of the interview.) We don't always agree with Mr. Bernstein's view on things, but this happens to align with our thinking. Benz: Bill, I would like to focus on fixed income today. Bernstein: Well, first of all, there's a lot of concern about fixed income as you've already alluded to. Mr. Bernstein doesn't think you should buy bonds here and expect a return. Sure, they might cushion a portfolio's overall volatility, but his main point is that bonds right now should be held tactically in favor of deploying into other assets when the time is right.


The Intelligent Asset Allocator

www.efficientfrontier.com [cached]

E-mail To William Bernstein
Copyright 2000, William J. Bernstein. All rights reserved.


Sycamore - Resources

sycamorefinancialplanning.com [cached]

The Four Pillars of Investing: Lessons for Building a Winning Portfolio, by William J. Bernstein, co-founder of Efficient Frontiers Advisors


Jane Bryant Quinn | Favorite Books

janebryantquinn.com [cached]

The Four Pillars of Investing: Lessons for Building a Winning Portfolio, by William J. Bernstein, co-founder of Efficient Frontiers Advisors.


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