Education2023-10-31T19:34:20+00:00

Quarterly Investment Commentary

Investment Commentary

Video Library

What Retirement Readiness Looks Like

What Is A Fixed Index Annuity

Volatility In A Covid Market

Make Your Dream Retirement A Reality

Market Volatility

Protect Your Dreams

How And When To File Social Security

A Wagonload Of Worries

4% Rule

Marginal Tax Rates

2017 Tax Cut And Jobs Act

401k Vs Roth

What’s a Risk Score?

Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.

To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

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