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?
The 2018 midterm elections are two weeks away. This month we look at some of the market and financial implications of the results and some historical context on stock market performance in mid-term years. People like to forecast. Attempting to make sense of the world and predict how interacting factors will ultimately play out is in our human nature. Sometimes these trends and forecasts are accurate, other times; not so much (looking at you 2016). […]
With much in the news lately about digital media companies, their roles in our society, and the extent to which they should be regulated, this month we examine some of the astounding numbers and trends in digital media. It is obvious that digital media and video entertainment is ubiquitous in our daily lives, but the scale of saturation and rate of growth can be difficult to grasp until you see the data. Let’s start […]
You may have been hearing the terms ‘yield curve’ and ‘inversion’ mentioned in the financial press recently, most likely with negative connotations. This month we will discuss this indicator, and how it relates to economies and the markets. When you hear that the Federal Reserve is ‘raising/lowering interest rates’ it can be easy to assume that the Fed is setting interest rates across the economy. In reality though, the Fed is only moving one rate. […]