How Much Is Too Much?

Would you be comfortable loosing 10% of your portfolio in a market downturn?

Or what if I asked the same question in a different way: Would you be comfortable loosing $100,000 of the money you were saving for retirement?

Often times, Financial Advisors speak to their clients in terms that are hard to visualize and comprehend. In fact, according to Riskalyze, 4 out of 5 people have more risk in their portfolios than they previously realized. Unfortunately those investors may not understand the impact of this misalignment until their money is lost.

At Cahwaba Financial, we offer tools to help you understand how your portfolio truly aligns with your investment goals and expectations. A 5-minute Riskalyze questionnaire will pinpoint your exact Risk Number and help us to craft a portfolio that aligns with your personal preferences and priorities.

To complete a complimentary Riskalyze questionnaire and realize the amount of investment risk you are comfortable with, contact our office at 205.699.3500 or Brad.Pool@securitiesamerica.com.

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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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