2700 12th Avenue SouthSuite AFargo, ND 58103
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Let's talk about Risk.
Riskalyze supports a new way of assessing investment risk.
We would like to start our conversation by talking about risk. You may or may not be familiar with mainstream approaches to assessing investment risk that have dominated the industry for decades, but let me walk you through an approach that we use in our practice.
We believe investment risk is specific to each and every individual. We believe assigning a risk number is a more understandable approach for investors.
My approach utilizes something called the Risk Number. It's a quantitative way to help pinpoint:
It's a number from 1 to 99 (1 having the least amount of risk and 99 is like having all of your investments in an aggressive stock).
How much risk do you want?
We'll take a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts.
Let's pinpoint your Risk Number. We'll go through a series of simple, mathematical assessments based on real dollars to determine how much you're willing to risk (lose) in exchange for an opportunity at a specific gain. This puts you in charge of an objective outcome. If you'd like to go back, change the results, or use a more detailed version of the assessment, we can do that easily.
How much risk do you have?
If you've already got an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current amount of Risk.
How much risk should you have?
We'll take all of these factors into consideration to build you a portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, visualize expense ratios, discuss you 95% probability range, and set expectations for the future!
How much risk might you need?
We can chart a path toward retirement using a simple, intuitive approach. We'll visualize the potential for a successful retirement and adjust in real-time.
You'll love how we'll generate a real-time, plug-and-play retirement map to visualize the potential for success in the future. We'll help make sure your Risk Number and savings plan aligns with what you'll need in order to pursue your goals.
Together, we can help take the guesswork out of your financial future.
IMPORTANT: All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Do you know how fast your portfolio is moving?
How much risk can you handle in 6 months?
Is your portfolio aligned with your risk tolerance?
Waddell & Reed is not affiliated with Riskalyze.(04/20)