Nov 5, 2018
I found Bob through a website called The Retirement Researcher where they discuss topics such as:
Do I have enough saved to afford retirement?
What is the 4% rule?
What is the appropriate mix of stocks and bonds in retirement?
How can I build a retirement income strategy that will last?
Bob is responsible for McLean’s investment strategy.
Bob grew up around finance, and he started his career with Dimensional Fund Advisors. Then he joined inStream Solutions (where he is currently a consultant).
Bob grew up in Hanover, NH, and now lives in Portland, ME with his wife and two daughters.
The active management of mutual fund doesn't work yet over the long term, yet most of the investor's money is in actively managed funds.
We had a long conversation about asset allocation from different risk levels, age levels, global level. Human Capital vs. Financial capital. Whether your income source can be compared to a stock or a bond.