Do Your Investment Returns and Volatility Match Your Financial Needs?
Do you know that market losses will always do more damage to your portfolio than gains may actually help it? That’s not to say gains are not important. Of course they are. But a significant loss requires an even more significant gain if you want to simply break even. For example, a 30% portfolio loss requires a 43% return the following year, just to break even?
Have you already accumulated the level of assets that many are trying to get to? If so, are you taking more risk than you need to? EWS can help you see the truth. After all, if you are always “gunning” for the fences, you are probably taking more risk than necessary. After proper planning, we can help you see the return you need. Knowing is incredibly powerful. Plus, we utilize money managers that do more than simply put you in a set it and forget it model. If you are going to pay for advice, it should be worth it.