In the past many holdings that were positioned in a portfolio to be “safe” do not look as safe today. Have you stress tested your portfolio lately?
Use our interactive tool to demonstrate potential scenarios which will allow you to make the appropriate choices in determining how much risk you feel comfortable with.
At Link Financial Advisory we like to make sure we have the newest technology and tools available to clients and prospective clients. We use our tools to show different scenarios and to stress test your portfolio in the event of increasing interest rates or market corrections.
As an independent advisory we have access to tools Riskalyze© has integrated into their software to show our clients a way to fully comprehend their risk score in an easier way to understand.
Want to learn more about your risk score? During a free consultation we would typically do 3 things:
- Figure out what is your appropriate risk score is, then explain it to you!
- Analyze your current portfolio to show your how it compares to your risk objectives.
- Offer a potential solution that meets your risk objectives.
Please take a few minutes to complete the questionnaire. We look forward to the opportunity to work with you and showing you what we have to offer.