Equity and Fixed Income Blend

Equity and Fixed Income Blend

What’s the role of bonds in a portfolio?


For many years, investors have had two broad objectives for their portfolios—current income and future growth. Fortunately, fulfilling these objectives was a reasonably simple exercise, as investors have had the opportunity to select from two main types of assets to support these needs. These two asset classes—fixed income securities and

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.