As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach. Today we talk about some of the steps we are taking to reduce investment risk for our clients.
What's Happening Now: A More Conservative Approach (4:36)
What's On Your Mind?
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Our Expectation: Stocks Will Act Like Stocks
Step 1: Rebalancing
Step 2: New Core Holdings
How Much is Too Much?
How much risk can you tolerate? Would you be uncomfortable if your portfolio was down 10% in the next six months? What about 20% or more? Our 5-minute risk assessment questionnaire (powered by Riskalyze) will help you identify your appetite for risk and reward. We can then take a look at your accounts to see if your investments align with the results.
Most of these changes will occur in IRA’s or other types of accounts which don’t create a tax bill for you. If there are changes which need to be made in a taxable account, we will call you to discuss the tax implications.
What’s Happening Now is a podcast talking about current events which impact your bottom line.
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Neal Watson is a Certified Financial Planner™ Professional and a Financial Advisor with Fleming Watson Financial Advisors He typically works with people who are planning for retirement. Fleming Watson is a Registered Investment Advisory firm located in Marietta Ohio. Our firm primarily serves Marietta, Parkersburg, Williamstown, St. Marys, Belpre, Vienna and the surrounding communities in Washington and Noble Counties in Ohio and Wood and Pleasants county in West Virginia.