As we observe Long-Term Care Awareness Month this November, it is an opportune time to have important conversations about our future needs. Thinking about aging or sudden health changes can be difficult, but preparation can help you [...]
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Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through JD Financial & Insurance. JD Financial & Insurance is a separate and unaffiliated entity from Simplicity Wealth.
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Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
Within the initial review, we help you understand your risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one’s emotional tolerance with respect to the magnitude and speed of potential investment loss.
This analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with your risk tolerance and provides insight as to whether changes to that portfolio are needed.
