Does my portfolio fit me
Understanding who you are as an investor and understanding the risks you are taking with your money is one of the most important and most misunderstood concepts with investors. In my opinion there are three risk scores. The risk you are currently taking, the risk you are comfortable taking and the risk you need to be taking. The latter is the holy grail in risk management. Before we get there, we need to determine the risk you are comfortable taking. Click this link to find out for yourself what level of risk you are comfortable with. You might be surprised to find that you have been investing for yourself the wrong way.
Do you know who you are as an investor? Well, you can’t run before you learn how to walk. This is a great place to start your journey on becoming the best investor you can be. Understanding who you are as an investor and understanding the risks you are taking with your money are two of the most important and most misunderstood concepts with investors. In my opinion there are three risk scores. The risk you are currently taking, the risk you are comfortable taking and the risk you need to be taking. The latter is the holy grail in risk management. Before we get there, we need to determine the risk you are comfortable taking. Go ahead. Hit the button below and get a glimpse of what kind of investor you really are. You might be surprised to find that you have been investing for yourself the wrong way.
The Win/Win of Paying Fees for Financial Advice
How Others Do It vs. How Gen X Does It
One of the driving principles of Gen X Wealth Partners is that we value all our clients and don’t judge them based upon the complexity of their needs. Each of our clients receive the care and service that they need to reach their goals. We offer solutions that leave no client behind. We work under a fee-based relationship model and when you succeed, we succeed. As a fiduciary your best interests are always put first and we are held to the highest standard of client care in the financial services industry. Other advisors view your relationship as the amount of money that you have invested with them. This can lead to preferential treatment for some clients. If you feel like a number or that your current advisor doesn’t appreciate your business, we would be happy to help you.
Let's Have a Conversation
If you are part of Gen X, we welcome the opportunity to meet with you to learn more about your unique wealth management needs and goals, and discuss how we can serve as a resource to help you develop strategies designed to achieve your objectives. Please contact us today to schedule a confidential, no-obligation portfolio review or private consultation.
