From Our Blog:

Investors, Please Strap in Tight and Keep Your Hands Inside the Ride

As the weather heats up and local amusement parks tune up their rides for the summer crowds, dreams of heading to Hershey Park, Six Flags or Kings Dominion are in full swing. If you are anything like me, you like the roller coasters that go fast, twist you up, down, left then right, and finish by doing the whole thing again but backwards. If that isn’t a rush, I don’t know what is!

Amusement parks are meant to be a family affair with roller coasters and rides for everyone – rides for the risk takers, keen on adventure and able to handle the ups and downs, and rides for those who like to take it a little slower and easier.

Navigating the Ups and Downs

The stock market is often viewed as a roller coaster, up one day, down the next, red one minute, green soon thereafter. Like amusement park visitors boarding a roller coaster, investors have varying levels of comfort with being told to “Strap in tight, it’s going to be a wild ride!” We are talking about your hard-earned money rising and falling in value here. One’s risk tolerance is your willingness to ride the wave of those ups and downs of the market – ranging from the tallest, most twisting roller coaster at the amusement park to the merry-go-round.

How Can We Help?

As your wealth manager our job is to align your portfolio with the amount of risk you should take and how much you can handle. Often, investors are pigeon-holed into stereotypical categories based on a subjective risk questionnaire that nearly always misses the mark. This leaves investors with a portfolio that does not align with their investment goals and objectives – or their risk tolerance.

Our risk assessment approach, built upon a of Noble Prize winning framework, uses a cutting edge technology that identifies the amount of risk you are willing to take to achieve a certain level of return. Using this tool, we ensure that your investment goals and expectations are aligned with your personal risk tolerance.

A five-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of potential gains and losses. After completing the questionnaire, you will have a personalized Risk Number®.
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Investor Education
Michael Little

5 “Must Do’s” for your Endowment

Labor Day has passed and school is officially back in session, but in June back to school was already on Michael Little’s mind as he gathered with some of Gross Mendelsohn’s CPAs to discuss “4 Big Financial Challenges Facing Private Schools in 2019.” The group talked about fundraising, endowment management, audits, and strategic planning. Below […]

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Investor Education
Jennifer Sweeney

5 Reasons Why Women Need to Take Charge of Their Finances

On August 26th we celebrated Women’s Equality Day, making this the perfect time to address women and finances. As roughly half the world’s population, we cannot afford to leave female investors out of the financial conversation. The traditional model of men running the family finances is shifting, as now 96% […]

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Investor Education
Steven Hannigan

All Eyes on the Fed

Late last year, many prognosticators were predicting the Fed would raise rates several more times in 2019 and interest rates would continue to rise. However, our data-driven process and “investing for all seasons” approach revealed something different – a high likelihood that economic growth would start to slow and interest rates would start to fall. […]

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