What’s Your Risk Number? 2017-04-07T13:57:23+00:00

“Are you positioned properly for the year ahead?”

It’s a simple question we ask a lot, but until now it didn’t come with a simple answer. We’re excited to introduce Riskalyze, a powerful new portfolio analysis tool that can help determine if you’re in the right strategy, and if any adjustments should be considered. “Are you taking on enough risk?” “Are you inadvertently taking on more risk than necessary?” And most importantly, “Are you comfortable with the risk/reward potential in your current portfolio?” Riskalyze can help us answer these questions together.

We’d like to ask you to take just a few minutes to complete a simple questionnaire by clicking on the button above.  This questionnaire will give you your own risk score (a number from 1-99 – low risk to high risk – that we’ll compare to the risk score of your current portfolio). PLEASE BE SURE TO CLICK THE ORANGE BUTTON THAT READS “YES, THAT FEELS LIKE ME!” AT THE END.

If you’re currently taking on less risk than your score calls for, we’ll recommend ways to increase your exposure to risk-accepting strategies. But if you’re taking on too much risk, we’ll recommend adjustments that will help you sleep well at night. Your long-term comfort is our primary concern, and Riskalyze will help us make sure that you’re positioned just right.

We’re available to help you with the questionnaire if needed, or if you’d prefer to have us walk you through it in-person just give us a call. We’d be more than happy to meet at a time that’s convenient to you!