Managing Risk with Eyes Wide Open

With markets near all-time-highs, it is important to think about how we manage risk, our expectations about future returns and how we plan in advance for recessions. Please see the below video. You can pause the video to look at the details. In the video, you will see why future returns for both stocks & bonds may be lower than historical returns. If you need help, please reach out and schedule a meeting.

We encourage you to have a PLAN to quantify your dreams, goals and to plan for recessions.  It is important to “stress test” your plan and portfolio. See our video below.  Click this calendar link to schedule a meeting with Todd — We give free 2nd opinions about your portfolio and strategy – https://calendly.com/todd-iia 

Thanks for reading/ watching. Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.