Take a brief adaptive risk preference survey to determine what level of volatility you are comfortable with in your portfolio. We will then analyze your current investments to see if you are allocated in the way you should be based on the results of that survey.
We will design a portfolio for you that matches up to the characteristics agreed upon during the risk discovery process. Our assessment software uses historical volatility and correlation figures to determine a statistically likely range of potential returns.
We will build and manage your portfolio based on a foundation of mathematical risk assessment. With this program, you will know why your portfolio is allocated the way that it is; can you say that about your current advisor?
LPL Annual Market Outlook
What a difference a year makes. In December 2015, the market had finally recovered from an August swoon that left the S&P 500 more than 10% off its all-time highs, the first 10% correction in more than four years, with the worst still ahead in January and February 2016. Concerns over market risk were dominating […]
Glance Around the Globe
In This Month’s Issue With so focus recently directed at the US election and domestic policy, it is easy to lose track of potentially market moving situations playing out in the rest of the world. With that in mind, we will review some of those events on the horizon for December and into the new […]
Securing Our Data in the 21st Century
In This Month’s Issue As more and more of our information is stored in digital form by the companies we transact with on a daily basis, we examine the current state of cybersecurity and how we can protect ourselves as consumers. In today’s electronic world it is difficult, if not impossible, to conduct our […]