Episode 280: Kitces And Bernstein (And Bears, Oh My!) And Portfolio Reviews As Of August 4, 2023
Risk Parity Radio
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How to Use a Crystal Ball to Improve Your Portfolio
Sonia: Bernstein is fixated on short-term treasury bonds. She says he would be better off taking that 50% of his assets and putting it into a single premium immediate annuity, which will pay more even accounting for inflation. Sonia: Morningstar came out with their forecast last December, which were basically average kind of returns for the stock market over the next 30 or 40 years; they're completely different than what Bernstein's assuming.
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