Don’t Be Fooled!!!

What’s your RISK score?

There are all types of risk in life. Certainly with investments, particularly your retirement plan, there are many types of risk to consider when reviewing performance, when the money will be needed, and the time frame you have both before needing to access funds and how long they will last once you do retire.risk-ratings-1024x768

Your parents or grandparents may have purchased investments, stuck them in a drawer, and rarely looked at them thereafter. That type of approach isn’t the best way to manage risk in a portfolio! It’s sort of like being an ostrich with your head in the sand, ignoring all that is going on the markets around you.

Review the types of risk profiles today! If you have questions about your company 401-k plan, or need to do a general portfolio review give us a call. Today, change is certain in all areas of life.

Being on top of the changes and opportunities is a #smartfinancialstrategyforlife. 

P.S. Have a fun April Fools Day this Friday!!

About Sara Seasholtz

Sara Seasholtz, CFP®, was voted one of "50 Most Influential Women in Charlotte" by The Mecklenburg Times in 2011, and has assisted her clients with their financial planning needs for over 40 years. Have a financial question? ASK SARA!


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