Investment Management

Keeping A Well-Trained Eye on Your Investments

During the accumulation stage of investing (ages 30-55), you sought growth in your stocks, bonds, and mutual funds with little regard for volatility and risk. Now that you are in the preservation stage (ages 56-70), it is more important than ever to know how much market pain you are willing to endure. If you have saved well up to this point in your life, you most likely only need to average 4%-6% to achieve the financial independence you deserve.

As wealth advisors, we can help make sure you are not overexposed and destined to repeat the market crash of 2008. Fees and expenses are another reason you might run out of money in retirement. Our proper portfolio analysis uncovers all fees, expense ratios, loads, and other hidden costs to help you decide which investment plan is right for you. As a licensed fiduciary advisor, Scott can help ensure that any costs are fair and transparent.

We also utilize Riskalyze, a risk and portfolio management tool, to help you know exactly the risk you’re taking on with your investments. Riskalyze analyzes your portfolio and maps out the potential future of your finances with intuitive, easy-to-understand numbers and visuals. Cameron Wealth Group stands behind Riskalyze as a fantastic support for your retirement.

What’s your risk number?

Find out your portfolio risk number now!


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