Are you ok with the possibility of losing 20-30% or is that too much?

From my experience you probably don’t realize how much risk you really have in your portfolio. If you did you would likely want to change it.  Arguably it’s THE most important thing you should know.  We want to know how much we could gain, but shouldn’t we also want to know how much we could lose?

It’s impossible to remove risk entirely, but what if you could get a handle on 95% of it?

Carlson Wealth Management, along with software innovator Nitrogen (formerly Riskalyze), provides you with a way to calculate this risk in real dollars and cents so you can adjust it to what you want.

Named by Fast Company Magazine as “one of the top 10 most innovative companies in finance” watch this short video to see how utilizing this technology could help benefit you.

Carlson Wealth Management provides a complimentary calculation of your risk.  It’s arguably the most important part of your investments.  It’s an easy three step process which is provided for you at no cost or obligation. No one will contact you unless you request it. 

Step 1:  YOUR Risk Score

How much is too much to lose?

By clicking on START at the bottom of this page and following the prompts the Riskalyze software will calculate YOUR personal risk score. This is a mathematical calculation of how much risk you are willing to take in real dollars and cents based on your experiences, your actual portfolio and historical market returns.  For couples I would suggest that each person calculate their own score.

Step 2:  PORTFOLIO Risk Score

You likely have more risk in your portfolio than you realize.

Every investment in your portfolio has it’s own historical track record.  In Step 2 we plug your investments into the Riskalyze program which uses historical track records to calculate your Portfolio’s Risk Score. 

The goal is for your Portfolio’s Risk Score to match your Personal Risk Score from Step 1. From my experience I can tell you that most do not, and the reason you will want to do this.

Advisers typically recommend investing in bonds to help reduce risk. Do you know how much the bonds in your portfolio could drop in value if interest rates rise? How much could your portfolio drop in value in the next stock market decline?  Step 2 will show you in real dollars and cents and the results will most likely surprise you.

Step 3:  Portfolio Adjustment

Now for the good part.  Adjusting for the “Investment Catch-22”.

If your risk is too high you will want to reduce it, but that change usually means also reducing the growth potential of your portfolio. That in turn reduces the potential for the income you receive. This is what I call the “Investment Catch 22”. To get one you give up the other.

Step 3 will show you how to reconfigure your portfolio to match your personal risk AND not reduce your expected return.  In fact, our objective will be to help increase it.

Step 4:  Elective

If you like what you see and your portfolio qualifies Carlson Wealth Management will help you develop and manage a complete financial road map designed to help you reach your goals and sleep well at night.

Click START and take advantage of Steps 1-3 at NO cost or obligation