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 Other Employment Problem
Most of us are familiar with the problem of recessionary unemployment. The concept that too many people are looking for too few jobs is the typical characterization of an employment problem. Far less familiar however, is when there are too many jobs and not enough people. This month we look at this growing supply side employment problem in our economy. A recent Wall Street Journal started with the tagline “President Trump approved the Keystone XL […]
FOR IMMEDIATE RELEASE : Contact: Karen Murray (215)-850-4645 Financial advisors drawn to the higher payouts, independence, and company culture of growing King of Prussia firm King of Prussia, Pa. – March 16, 2017 – The Philadelphia Group,an independent wealth management consulting firm based in King of Prussia, Pa., announces the addition of eleven new partners. The firm provides individual and business clients with Private Wealth Management, Retirement Plan Consulting, and Insurance Protection services. Through its […]
Live Long & Prosper?
It is no breaking news that the world’s population is living longer. But in this month’s issue we will examine some of these population trends and their potential effects on the world’s economies. A recent survey conducted by CNBC found that the respondents’ biggest financial fears about retirement were health-care costs (33 percent) and outliving their savings (32 percent). With remarkable advances in medical technology and plunging mortality rates from cancer and other top causes […]