Comments on: Asset Allocation Can Be Deceptive http://www.lherr.org/blog/2009/10/21/asset-allocation-can-be-deceptive/ Dedicated to portfolio construction and management. Thu, 11 Mar 2010 16:53:11 -0800 http://wordpress.org/?v=2.9.2 hourly 1 By: Physlab http://www.lherr.org/blog/2009/10/21/asset-allocation-can-be-deceptive/comment-page-1/#comment-736 Physlab Thu, 22 Oct 2009 14:05:27 +0000 http://www.lherr.org/blog/?p=4849#comment-736 "However sometimes we’re locked into plan spnsors by our employer, past or present that doesn’t allow sufficient flexibility. In that case I default to the big 6 + RE + Global + about 20% bonds." How true. When I was a full-time teacher, I was not permitted to invest in individual stock through the 403(b) plan. Would any reader know if it is possible to use ETFs in 401 or 403 plans? Lowell “However sometimes we’re locked into plan spnsors by our employer, past or present that doesn’t allow sufficient flexibility. In that case I default to the big 6 + RE + Global + about 20% bonds.”

How true. When I was a full-time teacher, I was not permitted to invest in individual stock through the 403(b) plan. Would any reader know if it is possible to use ETFs in 401 or 403 plans?

Lowell

]]> By: lswpubrw http://www.lherr.org/blog/2009/10/21/asset-allocation-can-be-deceptive/comment-page-1/#comment-735 lswpubrw Thu, 22 Oct 2009 13:50:07 +0000 http://www.lherr.org/blog/?p=4849#comment-735 I totally agree with these observations, something I've learned since using the QPP software. However sometimes we're locked into plan spnsors by our employer, past or present that doesn't allow sufficient flexibility. In that case I default to the big 6 + RE + Global + about 20% bonds. Bob W. I totally agree with these observations, something I’ve learned since using the QPP software.

However sometimes we’re locked into plan spnsors by our employer, past or present that doesn’t allow sufficient flexibility. In that case I default to the big 6 + RE + Global + about 20% bonds.

Bob W.

]]>