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?
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 […]
Our thoughts are with those clients and their family members who have been impacted by this past month’s hurricanes in Texas and Florida. This month we examine some of the economic impacts of these storms and their historical context. These past several weeks have brought some of the most intense weather our country has ever seen. For the first time in recorded history, two category 4 hurricanes made landfall in the continental U.S. less than […]