Overcoming Stock-to-Bond Ratios in Investing
August 30, 2016 at 10:47 AM EDT
By Scott Kubie, CFA, CLS Investments Chief Strategist On a beautiful fall day in 2002, I walked into a room of financial planning clients full of dread. I was about to present CLS’s then-new Risk Budgeting Methodology to individual investors for the first time. Just the day before, I had presented...