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4 Entries tagged with “Asset Allocation”

How Safe Are Municipal Bonds Today?

Financial Planning, Asset Allocation,

by Bernstein Wealth Management Research Reports Reports about the poor financial condition of state and local governments make the headlines every day, but municipalities continue to take prudent action, including...

Inflation Fixation: Where Will It End?

Financial Planning, Asset Allocation,

by Jon Ruff, Director, Dynamic Beta StrategiesBernstein Wealth Management Research ReportsEconomists’ views on the likelihood and severity of inflation have rarely diverged as widely as today. In this paper, we...

Lemons to Lemonade: The Planning Opportunities Created by Market Instability

Grantor Trust, Individual Retirement Account (IRA), Trusts, Financial Planning Asset Allocation,

by Bernstein Wealth Management Research Reports The market turbulence of recent years has been hard on investors emotionally as well as financially. Many are “shell-shocked” and scared to make any...

The Enviable Dilemma - Concentrated Stock: Hold, Sell, or Hedge?

Financial Planning, Charitable Planning, Asset Allocation, Capital Gains Tax

by Bernstein Wealth Management Research Reports Investors holding concentrated stock positions must grapple with a number of complex questions. A comprehensive analysis of the key issues: The tax cost of...

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