Philosophy
Do you consider yourself a lender (bonds), an owner (equities) … or both?
Traditional investors may believe that you can be one or the other, but that’s simply not the case. Bonds are designed to pay interest for a fixed period. Equities, on the other hand, are more unpredictable, but the key is to include the right amount.
By combining the two, my goal is to create a plan designed to mitigate downside risk while maintaining upside potential.
Traditional investors may believe that you can be one or the other, but that’s simply not the case. Bonds are designed to pay interest for a fixed period. Equities, on the other hand, are more unpredictable, but the key is to include the right amount.
By combining the two, my goal is to create a plan designed to mitigate downside risk while maintaining upside potential.