Todd Gregory of Gregory Financial Group recently appeared on the syndicated financial talk show Right on the Money with Steve Savant to discuss investment risk analysis and management. In the segment, Mr. Gregory and host Steve Savant talk about the fact that many baby boomers have a portfolio that doesn’t align with their risk tolerance.
According to Mr. Gregory, he and his firm regularly use sophisticated software to analyze risk tolerance and portfolio risk profiles. Mr. Gregory estimates that 90 percent of his new clients don’t realize their portfolio is actually riskier than their stated appetite for risk.
In the 10-minute segment, Mr. Gregory and Mr. Savant discuss a number of different strategies that can be used to minimize risk while still allowing for growth potential and even liquidity. The appropriateness of those strategies depends on one’s unique needs and goals. However, as Mr. Gregory mentions, the process nearly always starts with a complete analysis of one’s risk tolerance.
If you’re unsure of whether your portfolio is in alignment with your desire for risk, you will likely find this episode of Right on the Money to be helpful. For further information, contact Gregory Financial Group. They can help you analyze your investments and your risk tolerance, and they can assist you in developing a forward-looking strategy.
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