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Income Matching Using Individual Bonds

Brent Burns
Brent Burns
Brent BurnsPresident at Asset Dedication

Asset Dedication slide presentation from FPA NorCal Conference 2011

Income Matching Using Individual Bonds

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Income Matching Using Individual BondsAn Alternative to Annuities and Bond Funds,[object Object],Presented by:,[object Object],Stephen Huxley, PhD,[object Object],Brent Burns,[object Object]
Risk,[object Object],Things may not always turn out the way you planned,[object Object],© Asset Dedication, LLC 2011,[object Object]
Market Timing,[object Object],Sometimes it’s hard to guess where the market is going.,[object Object],© Asset Dedication, LLC 2011,[object Object]
Hot Stocks,[object Object],Just because Cramer says it’s a good idea doesn’t mean it’s right for you,[object Object],© Asset Dedication, LLC 2011,[object Object]
Risk,[object Object],The worst case scenario seemed a lot less likely a few minutes ago,[object Object],© Asset Dedication, LLC 2011,[object Object]
Stock Picking,[object Object],Much more scientific than chimpanzees throwing darts,[object Object]
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Editor's Notes

  1. BBSpeaking the same language tradeoffs in both. Slightly different approach but you can see the paralells
  2. BBA lot of you are wondering about how the dedicated portfolio approach would have worked over time. In addition to intuitive for clients, it works. Let us show you some of the empirical research that gets us excited.
  3. BB
  4. SH