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Investment Planning

How would your lifestyle change if...?

Two questions can help you establish your risk comfort level.

First Question:

How would your lifestyle change if you had a 30 to 50% gain in your investment portfolio?

Some people respond that they might spend or travel a little more or just feel more secure.

Nothing will dramatically change.

Second Question:

How would your lifestyle change if you had a 30 to 50% loss in your investment portfolio?

Some people respond that they would be devastated or have to move to a smaller home or drop a club membership or some other dramatic change.

The loss has a dramatic change in their mindset and lifestyle.

This is the primary reason why affluent Americans are far more concerned with protecting what they accumulated rather than chasing a risky possible high rate of return.

Are you prepared or comfortable with the possibility of another major market sell off?