Retirement Risk
Market Risk
It feels good when the market is up. But when it goes down, not so much; especially when you lose 40% or more of your retirement savings in the blink of an eye. That’s not a pebble. That’s a boulder. Our Market Risk report can help you avoid it.
Here's the Danger
The amount of risk you take getting to retirement, probably shouldn't be the same amount of risk you take in retirement. The trouble is that those pre-retirement investments were designed for growth. In retirement, the focus often needs to shift to protection. A large loss is dangerous for retirees because there might not be enough time to gain those losses back.
You Need A Market Risk Report
With our Market Risk Report you won’t be left in the dark when it comes understanding potential losses.
This tool shows you how much risk you currently have in your portfolio, then we run a stress-test to see what that risk means in real dollars if another 2000 or 2008 were to occur. The rest is up to you based on your comfort level. Our Retirement Planners can then replace any investments you feel have too much risk, allowing your money to grow with more safety.
Avoid Unnecessary Market Risk
Market Risk Resources
How to Get a Market Risk Report
The Market Risk Report is part of our Roadmap for RetirementSM, your comprehensive plan for helping protect your retirement.
Your personalized Roadmap for RetirementSM contains all the tools you need to minimize what could be the greatest risks to your retirement, including the Market Risk Report, a Long-Term Care Plan to help protect against long-term care costs, an IRA Tax Plan to help lower your overall tax burden, and a Fee Analysis to identify how much you’re paying in investment and advisor fees.