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Do you know what's spookier than Halloween?

  • Writer: Nate Cloutier
    Nate Cloutier
  • Oct 30, 2024
  • 1 min read

Updated: Nov 20


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Halloween can be spooky, but do you know what is even spookier? Not knowing how much risk you are taking with your current investment portfolio(s), especially during these uncertain times.

 

Investors hear terms like “growth and income,” “aggressive,” “conservative,” “80/20,” “60/40,” and “target date retirement funds,” and think that those styles match what they are looking for.

 

But do they actually align with your goals and objectives?  

 

Let’s take the guess work out of it…

 

This Halloween, I have a treat for you -- a risk assessment that removes jargon, subjective terminology, and generic asset allocations. When you take this short quiz, the risk assessment generates your risk number and will give you a clear and quantifiable way to understand the amount of risk you are willing to take and help you determine if your investment portfolio(s) align with your goals and objectives.

 

This might not be as exciting as snagging a king size Reese’s Peanut Butter Cup out of the bowl, but by gaining a better understanding of your risk tolerance, hopefully you can make more informed decisions regarding your investments.

 


If you have any questions or need anything from me, please let me know and I'd be happy to help.

 
 
 

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