Comments on: Building Portfolios on the Road to Independence. Part II: The Role and Use of Bonds http://www.roadtoindependenceblog.com/2010/02/08/building-portfolios-on-the-road-to-independence-part-ii-the-role-and-use-of-bonds/ Wed, 28 Jul 2010 15:37:53 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Amy http://www.roadtoindependenceblog.com/2010/02/08/building-portfolios-on-the-road-to-independence-part-ii-the-role-and-use-of-bonds/comment-page-1/#comment-13436 Amy Fri, 23 Apr 2010 04:32:51 +0000 http://roadtoindependenceblog.com/?p=305#comment-13436 Mike, One option you might want to consider for part of your clients bond allocation, is a firm called Asset Dedication. It is really an application of Liability Driven Investment, and is trying to immunize client liabilities over a certain time frame, at the lowest cost in terms of funds needed to be devoted to it from the portfolio. The rest of the portfolio can be given over to growth (which can include bonds or bond funds.) By the way. Since we share a common market area (Greater Baton Rouge) we should get together sometime. I would love to talk shop. Mike,

One option you might want to consider for part of your clients bond allocation, is a firm called Asset Dedication. It is really an application of Liability Driven Investment, and is trying to immunize client liabilities over a certain time frame, at the lowest cost in terms of funds needed to be devoted to it from the portfolio. The rest of the portfolio can be given over to growth (which can include bonds or bond funds.)

By the way. Since we share a common market area (Greater Baton Rouge) we should get together sometime. I would love to talk shop.

]]> By: Mike Patton http://www.roadtoindependenceblog.com/2010/02/08/building-portfolios-on-the-road-to-independence-part-ii-the-role-and-use-of-bonds/comment-page-1/#comment-12666 Mike Patton Tue, 23 Mar 2010 15:39:35 +0000 http://roadtoindependenceblog.com/?p=305#comment-12666 Lance, Thanks for all your comments. I met a mutual acquaintance of ours, Whit W. and understand you had dinner with him recently. He speaks well of you and yes, I'd like to get together sometime and chat. I wish you well on your new journey! Lance,
Thanks for all your comments. I met a mutual acquaintance of ours, Whit W. and understand you had dinner with him recently. He speaks well of you and yes, I’d like to get together sometime and chat. I wish you well on your new journey!

]]> By: Lance Paddock http://www.roadtoindependenceblog.com/2010/02/08/building-portfolios-on-the-road-to-independence-part-ii-the-role-and-use-of-bonds/comment-page-1/#comment-12616 Lance Paddock Sat, 20 Mar 2010 18:28:52 +0000 http://roadtoindependenceblog.com/?p=305#comment-12616 Mike, One option you might want to consider for part of your clients bond allocation, is a firm called Asset Dedication. It is really an application of Liability Driven Investment, and is trying to immunize client liabilities over a certain time frame, at the lowest cost in terms of funds needed to be devoted to it from the portfolio. The rest of the portfolio can be given over to growth (which can include bonds or bond funds.) By the way. Since we share a common market area (Greater Baton Rouge) we should get together sometime. I would love to talk shop. Mike,

One option you might want to consider for part of your clients bond allocation, is a firm called Asset Dedication. It is really an application of Liability Driven Investment, and is trying to immunize client liabilities over a certain time frame, at the lowest cost in terms of funds needed to be devoted to it from the portfolio. The rest of the portfolio can be given over to growth (which can include bonds or bond funds.)

By the way. Since we share a common market area (Greater Baton Rouge) we should get together sometime. I would love to talk shop.

]]> By: Jerry Broussard http://www.roadtoindependenceblog.com/2010/02/08/building-portfolios-on-the-road-to-independence-part-ii-the-role-and-use-of-bonds/comment-page-1/#comment-11526 Jerry Broussard Mon, 22 Feb 2010 20:53:47 +0000 http://roadtoindependenceblog.com/?p=305#comment-11526 Zachary, I have completely converted my whole office to Macs. I don't have any problems with most vendors. I do however have a couple of companies that refuse to see the (mac) light and must use a program called "Parallels", which allows you to run windows inside your Mac. Jerry Zachary,
I have completely converted my whole office to Macs. I don’t have any problems with most vendors. I do however have a couple of companies that refuse to see the (mac) light and must use a program called “Parallels”, which allows you to run windows inside your Mac.
Jerry

]]> By: Mike Patton http://www.roadtoindependenceblog.com/2010/02/08/building-portfolios-on-the-road-to-independence-part-ii-the-role-and-use-of-bonds/comment-page-1/#comment-11127 Mike Patton Fri, 12 Feb 2010 19:55:22 +0000 http://roadtoindependenceblog.com/?p=305#comment-11127 Hi Zach, Unfortunately, I have no idea since I've always used a PC. You should ask the vendors of those programs you like. Good luck. Hi Zach,
Unfortunately, I have no idea since I’ve always used a PC. You should ask the vendors of those programs you like.
Good luck.

]]> By: Zachary Taylor http://www.roadtoindependenceblog.com/2010/02/08/building-portfolios-on-the-road-to-independence-part-ii-the-role-and-use-of-bonds/comment-page-1/#comment-11110 Zachary Taylor Fri, 12 Feb 2010 00:37:40 +0000 http://roadtoindependenceblog.com/?p=305#comment-11110 Just a quick tech question that is not even related to this post, but with the growing popularity of Mac computers, do you know of many RIAs using Macs to run their businesses? If not, why is that? Are most of the programs (portfolio mgmt, reporting, CRM, etc.) able to be used on Macs? Thanks, Zach Just a quick tech question that is not even related to this post, but with the growing popularity of Mac computers, do you know of many RIAs using Macs to run their businesses? If not, why is that? Are most of the programs (portfolio mgmt, reporting, CRM, etc.) able to be used on Macs?

Thanks,

Zach

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