Broker Check

Evaluate the Risk in Your Portfolio

April 05, 2021

No matter how old you are, no matter what type of savings vehicles you are using, assessing the risk in your portfolio every so often is essential.

Why is Right Now the Best Time to Evaluate the Risk in Your Portfolio?

Right now is a great time to check in on your investments for a few reasons. The first one being that the stock market has had a great run over the last 12 years. The other being that over those last 12 years, we've all gotten older.

As we get older, our goals change, our situations change, and that is why it is really important to keep an eye on your portfolio. This is especially true if you are nearing the age of retirement or already in retirement!

It is important to make sure you're invested appropriately; 12 years is a long time to not assess the risk in your portfolio.

You can't buy insurance for your house when it's already on fire. This is the same thought process you should have for your investments so that you're prepared for when it happens because it's inevitable.The stock market goes up, the stock market goes down, the economy moves in cycles.

Learn More About the Risk in Your Portfolio

Our team is here to help you evaluate the risk in your portfolio and help you ensure that you're still invested appropriately for your goals and your situation!

Contact Us:

Cell: 216-570-8409
Office: 216-642-8013