How much risk should I take with my investments?
We find this question is one of the most common we hear from our clients, and also one of the most important. So, how do you know if your portfolio is structured properly? There has to be something more than an advisor just telling you everything is ok. There has to be a more scientific and objective way to evaluate your portfolio. Because this is so critical to our clients’ success, we have made it a priority in our practice.
As advisors, we can do many things. We can help identify goals and prepare financial plans to accomplish those goals. We can create and maintain diversified investment portfolios. But we CAN’T change your risk profile.
Most people don’t know exactly how much risk is in their existing portfolio. We can review your current investment lineup, calculate its risk number and compare it to your personal risk number. Often, we find a significant difference between the amount you are willing to risk and the amount of risk you are actually taking.
So find out what’s your Risk Number and let us help you design an investment portfolio with a range of potential gains and losses over time that is within your comfort zone.
As it is our first priority is helping you take care of yourself and your family, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We can start by creating your personal road "map" by using Asset-Map, which helps you put everything on one page so that all finances can be spread out on the table before you.
To learn more, check out this quick video: Helping people organize their finances
Want to see what your personal road map looks like? Let us help you on your journey! Take a moment to collect your information to clarify what matters about your household's financial life by clicking on the Asset-Map logo to learn more.
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