As we ended the first half of 2022, equities have officially entered bear market territory and at the same time, the magnitude of the downturn in fixed income securities is of historic proportions. With the proliferation of risk assessment tools purporting to help clients better understand risk and know what to expect, this period represents a perfect opportunity to put the tools you trust to the test.
In this E-Book, we will review:
- Markets Summary
- Investor Behavior
- RiskPro® Overview
- RiskPro® Volatility-Based Risk Assessment Methodology
- Estimated Tolerance vs Benchmark Returns
- Estimated Tolerance vs Model Portfolio Returns
About the Author:
Jeff Olsen is the President of RiskPro, an affiliate of The Pacific Financial Group. RiskPro® is a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience. See www.riskproadvisor.com.
The information presented is provided by TPFG and is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. The information provided to include any articles cited/linked to are the express opinion of the third-party author. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service, and should not be relied on or deemed the provision of tax, legal, accounting or investment advice.
RiskPro® is a risk analysis tool that provides information only and is not intended to provide investment advice. It was developed by ProTools, LLC, a software company that is not an investment advisor. ProTools, LLC is affiliated with Pacific Financial Group, LLC, a registered investment advisor and, together with ProTools, LLC, a distributor of RiskPro®. Investors seeking investment advice should consult their advisor. This material should not be construed as a recommendation or endorsement of any particular product, service, or firm. IMPORTANT: The projections or other information generated by RiskPro regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not a guarantee of future results. For Financial Professional Use Only.