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Balanced Investing

Benefits of Balanced Investing
Reduces Portfolio Volatility
Increases Predictability of Returns
Satisfies Financial Objectives including Current Income
Growth of Income and Growth of Capital


Achieving the proper balance depends on each client's objectives and restraints

Client's Objectives
Maximize income
Beat inflation
Preserve capital
Increase Wealth
  Client's Constraints
Investment time horizon
Replaceability of capital
Emotional risk tolerance
Need for current income

Capital market characteristics

Stocks
Best inflation protection
Highest long-term return
Income growth over time

Higher volatility in short run
Muted risk over longer time

 

Bonds
Capital preservation
Generally positive returns
Stable income
May have tax advantages


LEARN MORE ABOUT THE BENEFITS OF A MONAGED MUNICIPAL PORTFOLIO