Free Stress Test
If you have a $250,000 portfolio or more, you need to consider the impact a major downturn in the markets or economy could have on your life savings. Our stress test examines how your portfolio would have performed during recent market events including the tech bubble, 9/11 terrorist attacks, and the subprime real estate crisis to name a few.
By scrutinizing your portfolio in this manner, we can help you see the financial impact another major downturn could provide. As a result of going through our stress test you will better understand the level of market risk contained in your portfolio and either have a starting point from which to consider making changes or receive confirmation that your portfolio is aligned with your risk tolerance and expectations.
Choosing a firm to help you manage your retirement life and savings is one of the most important decisions you will make for yourself and family. That's why we have created a simple three step process.
