There's market risk, inflation risk, liquidity risk, currency risk, credit risk, etc.  One of the most important risks to manage is longevity risk.  Longevity risk is the risk of outliving your savings.  

Balancing an investment strategy that can stay ahead of inflation over time is a key component of our risk discussions.  So is being comfortable.  We walk through the issue of risk thoroughly so that you can be educated and confident with your portfolio decisions.

If the impulse to be safe keeps investors out of the stock market, it may also keep them from taking advantage of the potential returns the stock market has to offer.

We balance the knowledge of the trends from the past with careful observation about innovations and expectations for the future.  We are diligent to work through asset allocation and diversification to help clients find a suitable risk/return balance.

The ups and downs of the markets can work for investors over time.  We understand how uncomfortable it can also be during times of larger swings.  

Long-term investment success is more likely to be the result of a consistent approach, based on time in the market.  Shifting around the portfolio during tough days in the market can be costly . Missing even a few of the stock market’s best days could have a significant effect on an investment portfolio.

We like to make sure that you are getting some professional perspectives about current events in the markets and what is driving them.  Fortunately our access to some of the very top investment managers in the industry also gives us access to expertise that we can share.  Click below for some links to current Insights & Outlooks from some of our top fund families.