Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations pair breathtaking fall [...]
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Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.
Investment advisory and financial planning services offered through Slaten Wealth Management a Registered Investment Adviser, and Simplicity Wealth, LLC, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Insurance, consulting, and education services offered through Slaten Wealth Management. Slaten Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.
SWG 5410592-0426
Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
Within the initial review, we help you understand your risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one’s emotional tolerance with respect to the magnitude and speed of potential investment loss.
This analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with your risk tolerance and provides insight as to whether changes to that portfolio are needed.
