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.
Choose your advisor to work with
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.
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.
Guided Wealth Portfolio
With Guided Wealth Portfolios (GWP), we help you work toward your financial goals through a diversified portfolio that matches both your investment timeline and your risk preferences. You receive a portfolio “glidepath” that gives you a starting allocation for today followed by updated allocations each year as you get closer to retirement.
This is combined with daily account monitoring that auto-rebalances your account when necessary and identifies tax-saving opportunities to not only keep your portfolio in line with your goals, but potentially improve it for greater diversification and future growth.
With GWP, you don’t have to worry about managing or rebalancing your portfolio, because we handle that for you. You get insight into what’s happening in your portfolio through your online portal, and if you ever have any questions about your investment strategy, we’re just a phone call away.
There’s no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification doesn’t protect against market risk.
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