Covering Wealth E&P’s Unique Risk Analysis System and Custom Risk Portfolios
September 20, 2021
Welcome to Wealth Enhancement & Preservation’s Market Minute, where we get to update you on everything that happened in the financial markets this past week. My name is Helen “Cokie” Cox, and I am a partner and Wealth Advisor at Wealth E&P, as well as the Managing Director of Wealth E&P’s Charleston, South Carolina division.
Last week, we saw indices between the S&P 500, Dow Jones Industrials, and the NASDAQ off ever so slightly from 0.44% to approximately 0.82%. However, for this week of September 20th, we will see indices opening significantly lower across the board.
When investors are starting to get nervous about different factors, whether it's the Federal Reserve raising interest rates or tensions overseas, it's a really good time for those investors to complete a risk tolerance check-in.
At Wealth Enhancement & Preservation, we have a really sophisticated risk assessment tool that we use for clients. The tool helps them assess and really connect with their portfolios, grasp the idea of gains or losses, and understand what's going to feel good to them (or not good to them).
Wealth E&P assigns a number to investors based on a very in-depth profile, and at any given time, we can sync their portfolio exactly to all of the positions that we have in that portfolio. This way, we can see where that number ranks regarding that client's risk profile.
If you are interested in a customized risk profile, if you have any additional questions for us, or if you would like a retirement projection, please feel free to reach out or visit www.wealthep.com. Otherwise, stay tuned for our next Market Minute next week!
At Wealth Enhancement & Preservation, we are here to serve as your financial advisor and source of support in the Alpharetta, GA, Cartersville, GA, and Charleston, SC areas. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.