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?
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 […]
Affordable Health Care for All?
In This Month’s Issue Amid the revelation that another large insurance provider is pulling our of the federal health care exchanges in a number of states and as President Obama wraps up his final term, we examine what has thus far been the legacy of his signature legislative achievement; the Affordable Care Act. Over […]
Olympic Gamble Rarely Pays Off
In This Month’s Issue With the Summer Olympics slated to kick off in Rio de Janiero, Brazil this month, we discuss the economic impact that the games have had on host countries. For nearly a full month every two years, the world’s attention is fixated on the Olympic Games, and one city gets to […]