RISK ANALYSIS

Do you know your risk number?

Research shows that four out of five investors have more risk in their portfolio than they realize.* This excess of risk can subject you to greater losses in market downturns.

Risk is different for every person based on their unique situation, stage of life, and personality. It is important to understand your personal risk preference so that you can ensure that your portfolio is in line with it and you aren’t caught off guard.

Do you know your risk number? Check out our online risk assessment tool to see where you stand today!

Once you know your unique risk number, it’s time to make sure your portfolio reflects your risk level. Take the first step and schedule an appointment today!

*Research by Riskalyze, LLC.

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Clarksburg, WV 26301-2901 
Phone: (304) 626-3900
Toll Free: (866) 623-3900

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

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