Fixed income provides
the stability in a balanced portfolio, so your mix of government, corporate, short and long bonds needs to be chosen carefully.
Not exact matches
«But when used appropriately
in a
balanced portfolio, they can add some confidence to the
stability of income.»
Because your money won't decline as long as it's
in the annuity and you don't withdraw money from it during the surrender period, setting aside of a portion of your funds
in a FIA can help provide
balance and
stability to your retirement
portfolio.
-- most investors who focus on cash flow /
balance sheets generally end up owning a far safer
portfolio,
in terms of valuation & financial strength /
stability.
But a
portfolio shouldn't be without some type of representation
in the more conservative assets that are responsible for providing
stability and
balance to your holdings.