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Talking Money: The importance of balance

In investments, as in life, balance offers stability, security and a better chance to withstand the unexpected.

Landaas & Company advisors discussed the importance of balance for investors in a Money Talk Video produced by Peter May and presented at the investment outlook seminars in September.

“It’s really about risk management,” Tom Pappenfus says. “Balance provides peace of mind. It manages risk through diversification.”

With the recent volatility in the markets, the video reminds investors that balance can help smooth the ride over the long run.

“What balance provides us,” Dave Sandstrom says, “is some assets in the portfolio that may be going up while other assets are going down.”

The detailed components of balance can vary from one investor to the next. But for all, balance is dynamic, occasionally requiring rebalancing.

“Balancing in the first place, gives us a target,” Art Rothschild says. “Rebalancing gives us a way to get back on track.”

(initially posted Oct. 1, 2015)

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