Sentences with phrase «bond portion of your portfolio grows»

Not exact matches

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

If then you pull the government's stocks out and make them all your stocks, while replacing the government's share of the portfolio with all bonds, then your tax bill on withdrawal will be lower (the government's portion will grow less), but your money in the portfolio will be riskier.