Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses [...]
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Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Oglesby Wealth Strategies, LLC. Oglesby Wealth Strategies, LLC is a separate and unaffiliated entity from Simplicity Wealth.
Oglesby Wealth Strategies, LLC is a state registered investment adviser and may only conduct business in states where it is properly registered or is otherwise exempt from registration and licensing requirements. Simplicity Wealth, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training, nor is it an endorsement by the Commission. Oglesby Wealth Strategies, LLC and Simplicity Wealth are separate and unaffiliated entities.
Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
Within the initial review, we help you understand your risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one’s emotional tolerance with respect to the magnitude and speed of potential investment loss.
This analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with your risk tolerance and provides insight as to whether changes to that portfolio are needed.
