An established Tennessee investment professional, Chester “C. Edziu” Pacana functions as a conservative wealth management planner. A particular emphasis of Chester Pacana and his team is on maintaining judicious approaches that balance stock and bond holdings.
One key consideration is that, with bonds offering relative stability and low risk, stocks provide greater upside potential. One traditional approach among balanced funds involves a mix of 60 percent stocks and 40 percent bonds, with an aim of generating income, conserving principal, and achieving long-term growth. For many people, a balanced fund is simply a core component of a broader portfolio that includes investments that take on more risk. For example, someone holding a balanced fund may also have assets in other asset classes, including art and real estate, for example, and encompass a greater range of individual security holdings. Keep in mind that even the most diversified allocation method is not immune to fluctuation and mutual funds are exposed to systemic risk tied to interest exchange rates.
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AuthorChester Pacana - Experienced Conservative Wealth Management Planner. Archives
July 2019
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