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.