ACT

Being in the investment profession for the last 35 years, we are commonly asked the question:
“What is an appropriate level of risk for me?”

There is no “one size fits all” answer.

As a professional, fiduciary, acting and investing appropriately on behalf of our clients is ALWAYS top of mind.

Using our “ACT” acronym (Appreciation, Cash Flow, and Tax), we have a framework by which we can assess and make decisions about what is an appropriate level of risk for the client/investor. It is very important to take into consideration the timeline someone has for the investment AND their level of understanding and sophistication in the investment world.

Check out our ACT Alphabets and get ready to be alphabetized.

POP
ACT - C
ACT - A
ACT - D
ACT - B
ACT - E
SEE ALL OF BRUCE'S ARTICLES

Share your thoughts, inquiries, or feedback with Bruce.
He’s excited to hear from passionate individuals like you!

Join our community of successful Young Professional Investors.

Get To Know The Founders

Join the YPI Community for Expert Advice, Insider Tips, and Exclusive Company Insights!
Follow Us Now to Unlock Your Financial Potential #InvestInYourFuture

© 2023 Young Professional Investors. All rights reserved.