Understand Your Tolerance for Risk with Riskalyze

Critical to a successful investment experience is an understanding that risk and return are directly related. Although we can never completely eliminate investment risk, we take steps to identify a level of risk which you are comfortable with and build a porfolio based upon that risk tolerance. To help with this process we take advantage of dynamic analytical software developed by Riskalyze, which helps us to discover your personal risk tolerance by utilizing a scientific method based upon research that has been awarded a Nobel Prize for Economics. We equate the risk number generated by the software very closely to a speed limit. How fast you are driving in today’s markets will help determine the success or failure of your overall financial plan. We want to help you understand the risk in your current portfolio and what adjustments we can make to optimize your portfolio for the amount of risk you are willing to take.

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Current CD Rates, FDIC Insured

We offer CD rates from all major banks in the country, so you don’t have to shop the banks yourself. These are brokered CDs, and are usually offering higher rates than the local banks. This is a great option for clients to generate a better return on their bank cash.


6 Months

2.55% APR



12 Months

2.75% APR



24 Months

3.0% APR



36 Months

3.2% APR


Certificates of Deposit are FDIC insured and offer a fixed rate of return. Brokered CDs sold prior to maturity in the secondary market may result in loss principal due to fluctuations in the interest rate or lack of liquidity. Brokered CDs are registered with the Depository Trust Corp. (“DTC”). Brokered CDs with step-down and/or call provisions may be less favorable than traditional CDs without these features. LPL Financial and iFinancial Services are not affiliated with any of the entities listed.

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