When markets reach new highs, it can be an ideal moment for more conservative investors, especially those with ample liquidity, to reassess their mix of growth and stability.
Carving off a portion of your portfolio into defined, stable income can help turn market gains into something more predictable for retirement.
It’s not about abandoning growth. It’s about balancing today’s opportunity with tomorrow’s needs. In planning, sometimes the most valuable return isn’t the highest potential return one; it’s the confidence of knowing you’re covered.
