Bonds “Stink.” Do They Still Have a Place in Client Portfolios?

A woman with long blonde hair is smiling at the camera. She is wearing a dark sleeveless top. The background is blurred, showing indistinct tall buildings.

Is the 60/40 allocation a thing of the past? Stephanie Lang, CIO, explains how we’re looking at alternatives and other ways to diversify from typical bond exposure in Barron’s.

 

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.

Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.