logo

Last Update

This profile was last updated on 7/13/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong William Bernstein?

William J. Bernstein

Asset Allocation Expert

Pillars

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow 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.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

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.

Pillars

Background Information

Employment History

Reviewer

Fairmark Press Inc


Contributor

Money Magazine


Asset Allocator

Sentinel Wealth Management


Abacus Wealth Partners LLC


Econ Talk


Publisher

McGraw-Hill Ryerson Limited


Contributor

Personal


Asset Allocator

Nestlerode & Loy Inc


, The Intelligent Asset Allocator

Trumpet Geeks International


The Intelligent Asset Allocator

HELP4U PUBLISHING


The Intelligent Asset Allocator

JTI Group


Asset Allocator, Asset Allocation Financial Planning Risk Management Strategies

National Investment Management Inc.


Asset Allocator, Asset Allocation Financial Planning Risk Management Strategies

StopsUSA LLC


Affiliations

Efficient Frontier Advisors LLC

Co-Founder


Vanguard

Founder


Index Funds Advisors Inc

Right Advisor


Efficient Frontier Inc

Founder


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(197 Total References)


asset allocation Archives • Systematic Relative Strength Systematic Relative Strength

systematicrelativestrength.com [cached]

Bill Bernstein is an asset allocation expert and the author of The Four Pillars of Investing.
He happened to be at the current 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. I thought his answer was very revealing. It might not be controversial among financial advisors, but I doubt it is the thought process behind the retail public, which is currently pouring money into bond funds. (I've bolded the fun parts. You can read the whole transcript of the interview here.) I don't agree with Mr. Bernstein's view on a lot of things, but this seems pretty sensible to me. 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.


Vandermeer Wealth ManagementBrent Vandermeer Archives - Vandermeer Wealth Management

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.


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.


asset allocation Archives • Systematic Relative Strength Systematic Relative Strength

systematicrelativestrength.com [cached]

Bill Bernstein is an asset allocation expert and the author of The Four Pillars of Investing.
He happened to be at the current 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. I thought his answer was very revealing. It might not be controversial among financial advisors, but I doubt it is the thought process behind the retail public, which is currently pouring money into bond funds. (I've bolded the fun parts. You can read the whole transcript of the interview here.) I don't agree with Mr. Bernstein's view on a lot of things, but this seems pretty sensible to me. 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.


www.fraservandermeer.com

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 [...]


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory