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2016-12-31T00:00:00.000Z

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Wrong William Bernstein?

Mr. William J. Bernstein

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Background Information

Employment History

//www.investorhome.com/

IndexUniverse.com

Amazon.ca

Abacus Wealth Partners LLC

Econ Talk

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

Founder
Efficient Frontier Inc

Founder
Vanguard

Right Advisor
Index Funds Advisors Inc

Member of the Editorial Review Boards
Journal of Indexing

Member of the Editorial Review Boards
Financial Analysts Journal

Member of the Finance Committee
Bay Area Hospital

Founder
Alcoholics Anonymous

Founder
The NoBrainer

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 (93 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.


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.


William Bernstein, a ...

tomhegna.com [cached]

William Bernstein, a neurologist and cofounder of the investment management firm Efficient Frontier Advisors, sums it up best: "'Golf' is not a plan. Bernstein also writes, "The biggest mistake retirees make is not having a clear idea of exactly what useful and[...] Read More 0

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