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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