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Wrong William Bernstein?

William J. Bernstein

Asset Allocation Expert

Pillars

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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.

Pillars

Background Information

Employment History

Asset Allocator

INTELiGENt COMPUTERS LTD


Asset Allocator

Sentinel Wealth Management


Abacus Wealth Partners LLC


Econ Talk


Asset Allocator

The McGraw-Hill Companies


Contributor

Personal


Asset Allocator

Nestlerode & Loy Inc


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 Advisors LLC

Cofounder


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(108 Total References)


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.


Investor Home - Who's Who

www.investorhome.com [cached]

William Bernstein (Efficient Frontier)


Portfolio Optimization Software from Efficient Solutions Inc.

effisols.com [cached]

Rebates are available for purchasers of William Bernstein's books The Intelligent Asset Allocator and The Four Pillars of Investing.


Mean-Variance Optimization and Modern Portfolio Theory

effisols.com [cached]

The material on multi-period MVO is largely based on the research manuscript Diversification, Rebalancing, and the Geometric Mean Frontier by William J. Bernstein and David Wilkinson [2].
[2] Bernstein, William J. and Wilkinson, David, Diversification, Rebalancing and the Geometric Mean Frontier, research manuscript (November 1997).


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