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 a little more unpredictable, but the key is to include the right amount. 

By combining the two, my goal is to create a plan designed to minimize downside risk while maintaining upside potential.