普莱克纳:我们在与客户初次签约时会花很多时间,要了解他们财务状况的每个细节,以及他们短期、中期和长期的现金需求。这样一来,当我们真的遇到严峻的市场周期时,我们就有信心说,看,我们已经做了规划,我们能够很好地控制现在的情况,没必要太保守。
Another part of that process is behavior modification. A simple example of that is, you don't necessarily want to be buying more of something when it's already gone up in value.
这一过程的另一组成部分是修正投资行为。举个简单的例子,当某种东西已经升值时,你不一定要购买更多。
MS. MAXEY: What about inflation? Is that something you're worried about going into 2013? Are you recommending Treasury inflation-protected securities, gold, commodities, corporate bonds?
马克西:各位对通货膨胀有何看法?你们是否担心2013年的通货膨胀问题?各位推荐投资通货膨胀保值证券、黄金、大宗商品和公司债券吗?
MR. PLECHNER: One of the most highly correlated investments to changes in the Consumer Price Index is short-term TIPS. We would just caution that if you're in longer-term TIPS, one of the things that you have to be willing to accept is somewhat severe interest-rate volatility. So that's something that we've done defensively; for long-term inflation protection, longer-term TIPS are probably a better investment. We also invest in commodities and gold. Those two have some characteristics of inflation hedges, but they're imperfect. They're also not taxed very nicely, so you need to be aware of that when you invest in those. And you have to be willing to accept volatility.
【2013年投资建议】相关文章:
★ 狼与鹤
最新
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15