It’s easier than going to the doctor…and less painful.
check your financial health.
Know your situation before it’s too late
No matter how much we want to stay invested within our comfort zone (or at our personalized level of risk), we all have an inclination toward that “grass is greener” mentality. We watch the news. We talk to our neighbors. We know how the market is performing, and from there, it’s an easy jump to that age-old question: “Why is the market beating my portfolio?" We can often find ourselves taking on more risk than necessary.
With Stress Tests, a no cost no obligation report, we can visually represent the effects of different market scenarios on your current portfolio with the click of a button.
We have the ability to look at four default scenarios for every client: the 2013 Bull Market, 2008 Bear Market, Financial Crisis, and an Interest Rate Spike. Each stress test allows clients to visualize how a portfolio would fare under these different circumstances. Stress Tests is, essentially, your "what if?" tool for portfolio comparison and construction. Using this tool it is likely that we could make a recommendation that is less expensive and might perform better than what you have now. You owe it to yourself to learn how what you own might perform and what it's costing you.
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Insight Investments & Insurance
2120 Northgate Park #205
Chattanooga, TN 37415