Broker Check

Portfolio Assessment, Stress Test and Risk Analysis

So, you have made some choices and taken some action.  You may have hired a professional or chosen to go it alone, with low cost passive investments.  Whether you are building wealth or have very significant assets, can you answer the following questions with certainty?

  • What happens to my investments during a routine 20% market downturn, or worse?
  • Are my investments in line with my stated needs and passions? Or, have I blindly bought investment vehicles and I am now just hoping for the best? 
  • How would rising interest rates affect my portfolio?
  • Do I have a basic understanding of why I purchased these investment vehicles?

Whether your investments are in traditional brokerage accounts, 401k and retirement accounts, or in more complex trusts, family limited partnerships, or corporations, these questions need answers.  Because no one can see into the future, it is important to have answers to these questions right now, before something happens.

If you don’t know these answers, with certainty, click the link below.  Or, simply reach out and we can schedule a call or initial virtual meeting.

Does My Portfolio Fit Me?

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Thank you!