It's human nature to make decisions based on emotions. Unfortunately, temporary emotions and sound investment decisions are usually incompatible. That's why taking stock of how much risk is buried in your investments before the markets experience unexpected turbulence is a good idea. We can help.
Watch the 2-minute video to learn how typical investors inadvertently sabotage their own plans and what can be done about it. Then get started by calculating your own risk number. If you want to put your risk number into action, we'll show you how.
At Exchange Capital Management, we approach every engagement with humility and a deep sense of responsibility. We are asked to untagle complex financial knots involving spending habits and compensation; job change and conflict; struggles with parents and issues with children; taxation issues; and retirement options. We'll ask you difficult questions. We'll hold your answers close. And we'll build an authentic relationship based upon mutual trust and respect.
