THE retirement concern
Do you really know if your retirement funds will last your lifetime?
A portfolio checkup will help with answering that question and the results may surprise you. They will definitely inform you and hopefully they should motivate you.
Carlson Wealth Management provides a complimentary Portfolio Checkup. It’s a calculation of both the potential risk and expected growth of your portfolio in real dollars and cents, and is arguably the most important thing you can do for your family.
It’s an easy three step process which is provided at no cost or obligation and no one will contact you unless you request it. You will learn strategies which have the objective of helping to limit risk, but that may also increase opportunities for growth. This can sometimes defy conventional thinking that reducing risk usually results in less potential for growth. This means less stress and the potential of having more of your money last more of your lifetime.
You can learn more in this short video.
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.
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. Does it match your score from Step 1?
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.
Are you ok with the possibility of losing 20-30% or is that too much?
Most would say that’s too much, but from my experience investors don’t realize how much risk they really have in their portfolios and if they did they would likely 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 your personal preference.
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 you with a complimentary calculation of the risk in your portfolio. It’s arguably the most important part of your investments. It’s an easy three step process which is provided to you at no cost or obligation (no one will contact you unless you request it). You will also learn about a competitive option designed to not only help reduce risk, but increase the potential for growth.
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. Does it match your score from Step 1?
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. “The Catch 22”.
Step 3 will show you how to reconfigure your portfolio to match your personal risk score AND not reduce your expected return. In fact, there is a good chance it may actually INCREASE your expected return!
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
