Based on historical behavior and statistics, each of your portfolio holdings is given a risk score. As part of the financial planning process, we monitor your portfolio’s risk score regularly to ensure it aligns with your desired level of risk and is on track to address your financial goals
Your tolerance for risk is also likely to change over time based on changes in your life, the economy, the political climate, and many other reasons. For that reason we also “check-in” with our clients regularly to confirm the level of risk they are comfortable with and to make changes if necessary.
