Rethinking Your Risk Tolerance?

March 10, 2020


The investment markets have been volatile the past few weeks.  With events like the COVID-19 outbreak, it can be difficult to know when they can happen or what impact they can have on the stock market and your investment portfolio.

One thing you can do to be better prepared is to have an investment strategy that matches your individual level of risk tolerance.  Market gyrations that may seem tolerable to one person may cause emotional distress in another.

While many investors understand that the purpose of taking risk is to achieve investment returns, they may not have a realistic sense of how much risk is required to achieve a targeted level of return.  In this case, they may not be taking enough risk and wondering why they are not able to achieve the returns they want.

We work with our clients to identify the risk they are willing to take and balance it with the investment objectives they are seeking to achieve.  By establishing a risk score, we can then use it to make adjustments to their investments.

If you are unsure of your risk tolerance or if the risk in your current investments is appropriate for you, we invite you to take our complimentary investment risk questionnaire.  You’ll answer some brief questions and identify your “Risk Number” that can be used as a starting point to determine if your current investment strategy is appropriate for you.


Link to the Risk Tolerance Questionnaire Here

Contact us if you have questions or would like to schedule time for a consultation.