In January, 2009 I mailed out the postcard below offering to provide a second opinion on the investments in someone’s portfolio. The markets were in the middle of the crash of 2008 and 2009 and there was a lot of concern on when the downturn was going to stop and how much worse could things good.
Today, the markets are at or near all-time highs. I’m again offering to provide a second opinion on your investments. It’s just as important now, even with the markets at highs to see how exposed you are to the potential risks that are out there. We could see an escalation in trade tariffs, an increase in interest rates, or the end of a 9 year bull market. It does not mean that it makes sense to retreat to cash right now, but it is important to understand how much risk you currently have in your portfolio, how much risk you are comfortable with, and how much risk you should have to achieve your goals.
To get started on answering those risk questions please click on this link to use my free risk assessment tool.
Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial