Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
Excess Returns
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Inflation in the 6040 Portfolio
Last year we had our first year at a long time where stocks and bonds went down together. People are now arguing that in this inflationary world, maybe that's not enough anymore. I think the big risk, the big latent risk people don't appreciate enough is the risk of inflation. And so even if you are a highly taxed investor in the highest, marginal rate, and you love to own municipal bonds for the tax free interest income, I would encourage you really to think long and hard if you have a real goal profile.
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