Equity and Fixed Income Markets move Based on Three factors.
For any given return, a certain amount of risk must be taken. We seek a return that is aligned with our client’s acceptable “risk allowance“ or “budget.” We quantify risk both in magnitude and in terms of short, intermediate and long-term horizons. We then base prudent investment decisions on those, and other factors.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.