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?
If you listened to then-candidate Trump on the campaign trail throughout 2016, last week’s announcement that the administration will be levying tariffs of 25% on imported steel and 10% on imported aluminum is not altogether surprising. However, memories are short in today’s political environment and it appeared many had discounted the possibility that some of his more protectionist campaign rhetoric would become reality. This month we examine the proposal and some of the historical context […]
With the return of volatility in the equity markets this week, we provide some historical context and thoughts on the state of the markets and economy. As the national media has been sure to point out, the 1175 points the Dow Jones Industrial Average fell on Monday was the single largest point drop in the history of that index. But according to research by The Reformed Broker (http://thereformedbroker.com/2018/02/05/dow-drawdowns/), the 4.6% the Dow fell on Monday […]
Download Attachments Outlook_2018_PrinterFriendlyFile size: 2 MB Please see attached for the full 2018 Outlook presentation. We are pleased to announce the release of the LPL Research Outlook 2018: Return of the Business Cycle, filled with investment insights and market guidance for the year ahead. We expect traditional business cycle drivers to take a larger role in spurring further economic and market growth in 2018, as we have experienced a fundamental shift in the forces behind this […]