Investment Advisory

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:

  1. How would your lifestyle change if you had a 30 to 50 percent 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.

  1. How would your lifestyle change if you had a 30 to 50 percent 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 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?

Schedule a Meeting

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, contact us online or call us at (843) 757-9400 today!