Portfolio Risk Review 1

Is Your Portfolio Risk Aligned with Your Retirement Goals? Uncover the Truth.

Portfolio Risk Review 2

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Portfolio Risk Review 3

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Hi, I'm Stuart Willis with Asset Preservation, Wealth, and Tax.

Most investors operate under the assumption that their portfolio is "safe" – until a market downturn hits, and reality sets in. This is why a thorough understanding of your portfolio's true risk exposure is paramount, especially as you approach or enter retirement.

At Asset Preservation Wealth & Tax, we utilize powerful, industry-leading tools like Morningstar, Kwanti, and Nitrogen to conduct a deep and comprehensive dive into your portfolio's risk profile. Our analysis goes beyond surface-level assumptions to uncover:

Hidden Fees: Charges that can silently erode your returns over time.
Historical Losses: How your portfolio has performed during past market downturns.
Potential Downside: The actual level of risk your current investment mix might face during periods of significant market volatility.

We then compare these findings with your personal comfort level by having you complete a personalized risk questionnaire. What we often discover is surprising: many retirees and pre-retirees believe they have a conservative investment approach, yet their portfolios are structured as if they were still 35 years old, designed for decades of recovery time.

Everyone understands the concept of "buy low and sell high," but when the market experiences a sharp decline and your account value drops significantly, it's incredibly difficult not to panic – especially if your risk exposure is far too high for your stage of life. With market volatility a consistent factor, now is the crucial time to ensure your investments are perfectly matched with your actual comfort zone and retirement objectives.