Are You a Stock or a Bond?

If you’re a financial advisor, you’re probably a stock.  Your neighbor, the fireman, is probably a bond.  In this interesting article from the Wall Street Journal, Moshe Milevsky discusses personal risk management and asset allocation from a different perspective.

This entry was posted on Monday, June 14th, 2010 at 12:51 pm and is filed under Markets, Retirement/Saving, Tactical Asset Alloc, Thought Process. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

One Response to Are You a Stock or a Bond?

  1. William Campbell says:
    June 16, 2010 at 12:18 pm

    I had the good fortune to hear M. Milevsky give a 90 minute discussion of this topic at a conference in May, 2010. It’s truly a remarkable concept and for those folks with pensions illustrates their need for volatile assets over certain periods of time.

    Reply

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