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Hi, I'm Stuart Willis with Asset Preservation, Wealth, and Tax.
For the last 15 years, the financial markets have generally been on an upward trend. While this sounds like good news, it has unintentionally created a dangerous side effect: creeping risk. Many investors, particularly those in their 50s and 60s who are approaching or in retirement, have gradually taken on significantly more risk in their portfolios than they ever intended.
Why does this happen? Because when market times are good and portfolios are consistently growing, it simply feels safe. There's a false sense of security that can lead to complacency. However, when volatility inevitably returns, as we are experiencing now, those hidden, "creeping" risks come sharply into focus.
At Asset Preservation Wealth & Tax, we specialize in cutting through market assumptions. We use institutional-grade tools to thoroughly analyze your actual risk exposure. We then meticulously compare this real risk profile to your personal retirement goals and your genuine risk tolerance.
If you're approaching retirement, your strategy shouldn't be about being surprised by market drops. It should be about being prepared for them. Now that volatility is a clear factor in the market, it is crucial to ensure your investments are perfectly aligned with your real comfort zone and designed to withstand inevitable market fluctuations.
Ready to uncover if your portfolio is riskier than you think?
Click the button below to schedule your free portfolio risk review. Let’s find out if your investments are riskier than you think — before the next drop hits.
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