Broker Check

Runyan Capital Mix Explorer

Runyan Capital
Discipline Makes the Difference®

What might your investment mix look like?

Answer three questions and see an illustrative mix of stocks and bonds an investor in your situation might consider. It takes less than a minute - and it's the same conversation we begin with every client.

Question 1
What is this money primarily for?
Question 2
When do you expect to start using it?
Question 3
Markets fall from time to time. Which sounds most like you?
An Illustrative Starting Point

Stocks
Stocks
the growth engine
Bonds & cash
the stabilizer
"Built to grow. Designed not to lose."
A 50% decline requires a 100% gain just to break even. That math is why we believe defense isn't the opposite of growth - it's what makes growth possible.

This is a starting point - not a recommendation.

The right mix for you depends on your full picture: your goals, income needs, taxes, and how you actually experience risk. That takes a conversation, and the first one is on us.

Runyan Capital  ·  9301 Wilshire Blvd., Suite 610, Beverly Hills, CA 90210  ·  runyancapital.com
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. This tool is for educational and illustrative purposes only. The mixes shown are hypothetical, are based solely on the answers selected, and do not constitute investment advice or a recommendation of any strategy or security. Illustrative decline ranges are approximations for discussion purposes and are not predictions or guarantees. Investing involves risk, including possible loss of principal. Asset allocation does not ensure a profit or protect against loss. Please consult a financial professional regarding your specific situation.