Certainly, if we endure in the next 20 years an investment environment analogous to that of the mid-’50s to the mid-’70s, then now is the time to be reallocating a sizable portion of your portfolio away from bonds and into stocks.
Rob Brown, PhD, CFA, if the Chief Investment Strategist at United Capital Financial Advisers, in Newport Beach, Calif.
References And Notes
[1] All data was provided by Global Financial Data LLC of San Juan Capistrano, Calif., and is current as of January 21, 2013. The firm can be reached at www.globalfinancialdata.com.
[2] All returns are shown after adjustment for consumer price inflation as measured by the CPI.