Asset Management

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Asset Management

  1. Which would you prefer to have; high risk and high volatility and a minimal probability of long term investment success? Or, low risk, low volatility and a much higher probability of long term financial success?
  2. If recessions and bubbles typically happen every 6 to 7 years, would you prefer to lose 30%, 40% or 50%, or avoid most if not possibly all of the downside losses with excellent long term returns?
  3. Would you like to possibly earn 5%, 6%, maybe 7% per year over the next 5, 10 or 15 year plus and not go backwards. Or, would you rather just buy and hold and hope for the best?
  4. When John Bogle, the Chairman of the $4T Vanguard Funds says in a CNBC interview that investors could lose up to 50% TWICE in the next 10 years, how does that make you feel? Would you rather have safe and secure and low risk investing and possibly earn 5%-7% per year?
  5. If bad things started to happen in the economy or the stock market, would you like your investment manager to move you to a “Risk Off” position in a money market to protect your assets?
  6. Did you know the S&P 500 dropped over 50% from October 2007 through March 2nd, 2009? If that happened again to the _% you have in equities today, how would you feel?
  7. How much money do you think you would have left if one of you lives to the age of 90 and the S&P 500 loses 30%, 40% or 50% 5 or 6 times in the next 25 years (due to recessions and bubbles while you take out 4% income and battle 2%-3% inflation each year)?
  8. Would you like a guaranteed income for the both of you for the rest of your life to fill your income needs, and leave the rest to grow at possibly 5%, 6%, maybe 7% per year over the next 5, 10 or 15 years, plus?
  9. What is the maximum loss you would accept in your portfolio before you would begin to feel very uncomfortable? _________%
  10. Do you know how the Rule of 100 works? 100 minus your age is how much you should have probably in stocks (eg. 100%-65%=35%).
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