A Different Look at Safety

All investments have real risk associated with them. Some have more, some have less, but they all have some. In good times, no one stops to ask what if. What if the market falls? What if the economy falters? What if my needs become greater? What if the unexpected happens?

At WealthKare, we don't look at how much risk you can tolerate. We look at how much SAFETY you NEED. Only through understanding this, can you be properly prepared for the what if's of life. Understanding of a clients' needs cannot be assessed through a 15 question quiz, but can be determined over time through conversations about the dangers of risk and having realistic goals.

Because of the time involved, your portfolio cannot and should not be stuck in a rigid mold, but be able to allow the flexibility needed to make the changes as they are learned.

To hear the Smart Money Radio Show segment focused on this topic, Please Click Here! (about 7 minutes long)


To hear the full Smart Money Radio Show where Bruce discusses this topic and more, Please Click Here! (about 25 minutes long)