Free Stress Test 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.

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How would you describe your current portfolio?



Growth and Income

Are you satisfied with recent performance?



Are you currently or will you be withdrawing funds from this account in the next year?



Your Investments

What else would be helpful for me to how about your current portfolio and changes you may like to see, if any?

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