Asset Allocation
What Role Should Fixed Income Play in Your Portfolio?
Investors who wish to reach their dreams, as well as preserve them, must first see and focus on the big picture. Doing so can dramatically increase the odds of success. Yet many investors accumulate a variety of investments without knowing whether or not they’re following the best strategy for reaching their goals.
At Searchbonds Capital Management Group of Raymond James & Associates, we specialize in fixed income investments and what role they should play in your overall asset allocation. To determine this, we need to consider:
- How will inflation impact your future purchasing power?
- Should you be taking more or less risk?
- What steps can you take to protect your estate for your future heirs and charities?
- How can you minimize the effects of income and estate taxes?
At Searchbonds, we utilize specially created software that enables us to model a comprehensive investment plan addressing such questions and focusing on your stated objectives.
What Allocation is Right for Your Situation?
According to a landmark study by Brinson, Singer and Beebower, 91.5% of the variability of a portfolio’s return can be attributed to asset allocation.
Asset allocation is a critical first step in constructing a well-designed portfolio. Not only can it help you stay on track to achieve your long-term goals and objectives, it may reduce overall volatility.
