Equity and Fixed Income Blend

Parker, Andrew M.
September 2012
Trusts & Estates;Sep2012, Vol. 151 Issue 9, p37
The article discusses the role of bonds in an investor's portfolio as of September 1, 2012, focusing on the development of an investment policy which considers current income and future growth, as well as a mix of investments in equity and fixed income securities. A historical overview of bond yields since the early 1900s is also provided, along with an analysis of how spending impacts investment return paths.


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