Greg Miller, CPA, CEO of Wellesley Investment Advisors, a financial advisory firm with more than $2.4 billion in assets under management, Wellesley, Massachusetts. He is comanager of the Miller Convertible Bond Fund (MCFAX) and has been ranked by Barron’s among the top 100 independent advisers. He is author of Outrunning the Bear: How You Can Outperform Stocks and Bonds with Convertibles.
For many investors this year, bond markets and stock markets have felt treacherous. If you want to trim your exposure…
