The first thing any advisor is going to ask you is “what is your risk tolerance?”. The answer to that question determines how they will structure your investment portfolio, the types of investments, the individual securities, even the expectations on performance and return.
The problem is, how do you KNOW what your risk tolerance is? You might think you’re conservative compared to the people in your life, but it could turn out that in the grand scheme of things you are actually quite the risk taker (or vice versa).
Fortunately, Gem Young Wealth Advisors now offers a tool to find out what your risk tolerance is so we can tailor your portfolio to your approximate risk tolerance.
Best of all, it’s FREE. Click this link to take the Riskalyze Survey and find out your risk score.
Gem-Young is Western PA and the Mahoning Valley’s premier insurance and financial planning firm with offices located in Canfield and East Liverpool, Ohio. We are a locally owned, family-run business offering home and auto insurance, business insurance, life and health insurance, and a true wealth advisory asset management service. We believe in making a difference in our clients' lives. www.gemyoung.com
Advisory services offered through Gem-Young Wealth Advisors, LLC, A Registered Investment Advisory Firm. Gem-Young Wealth Advisors, LLC, is not affiliated with Investacorp, Inc. One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. For those persons inquiring from states where a specific individual is not currently securities licensed, the individual will not transact business in that state or provide follow-up, individual responses, until after the individual obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the linked sites in the following states: FL, IL, KY, MI, NV, OH, PA, VA. Securities business cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp Inc. and its affiliates.