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Attend A Seminar
Would you like to
taxes and market volatility, and
retirement income?

Join Us:
August 29 & September 12
5:00 PM
Truffles Cafe
91 Towne Dr, Bluffton
SC 29910

If you are interested in attending please call the office at (843) 757-9400 and speak to Ashley in order to reserve a seat.

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Money Matters Review

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Investment Advisory

Did you lose money in the two bear markets during the last decade? The following two questions can help you establish your risk comfort level:

First Question: How would your lifestyle change if you had a 30 to 50% gain in your investment portfolio?

Most people respond that they might spend or travel a little more or just feel more secure, however, nothing in their lives will dramatically change.

Second Question: How would your lifestyle change if you had a 30 to 50% loss in your investment portfolio?

Most people respond that they would be devastated, have to move to a smaller home or drop a club membership. The loss would produce a dramatic change in their mindset and lifestyle. This is the primary reason why affluent Americans are far more concerned with protecting what they have accumulated rather than taking extra risk for the chance of a higher rate of return.

Are you prepared for, or comfortable with, the possibility of another major market sell off?

Has your current advisor discussed your risk comfort level recently?

If you would like to learn what the true risk exposure is in your current investment portfolio and find out how that correlates with your personal risk comfort level call Lang Capital today for a free, no obligation Money Matters Review. Call (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head). 

Securities Disclosure: Investment advisory services are offered through Calibre Investment Management, LLC a registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Securities are placed with independent third party custodians including Fidelity Investments, TD Ameritrade and Jefferson National. Insurance services are delivered by Lang Capital, LLC.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.