You can think of the two approaches like a coin, heads on one side and tails on the other. The investing coin has risk on one side and return on the other. Or, think stocks for risky investments and bonds for less risky investments.
Finding the right combination of these two types of assets, while monitoring and adjusting them on a continuous basis, is what leads to our success.
Now we are not recommending that you only invest in stocks or bonds. We recommend that you allow our process to integrate your appetite for risk and return with your lifestyle goals and aspirations. Hence, Synergy’s Lifestyle Protection Planning Process (LPPP).