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Tech Talk: Managing Risk in Your Portfolio

by | Jan 15, 2025

photo of the McCabe & Associates financial advisors
Investors are constantly asking these questions about their investments:

 

     •      How much risk is in my portfolio?

     •      Am I too aggressive with my investments or am I being too conservative?

     •      If 2008 were to happen again, how bad could things get with my portfolio?

 

Technology has completely changed the way that investors can determine the risk in their portfolio and make changes to their risk level to better align with their goals and priorities. Over the past few years, our firm has utilized Nitrogen (formerly Riskalyze) to help our clients better understand investment risk and enhance the planning around it. One of our advisors recently sat down with a representative from Nitrogen to dig into how their technology is changing investor behavior for the better.

 

To view this video (episode three of our new podcast series), please use this link: https://tcmccabe.com/podcast/

 

 

 

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