Investment Risk: Are You a Daredevil or a Couch Investor?
Most people are flying their financial plane without checking the fuel gauge.
Let’s see if you’re cruising at a safe altitude—or flirting with turbulence.
In just a few minutes, we’ll help you figure out if your portfolio matches your personality: Are you cool with market swings… or do you lose sleep when your phone buzzes?
Find your financial comfort zone
Avoid panic-selling at 2 a.m.
Finally invest like you—not your neighbor Larry who “knows a guy”
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Assess Your Investment Risk
Contact us to evaluate your investment risk and ensure your portfolio aligns with your comfort level. We're here to help you.
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Office: 732-614-5832
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Disclosures:
Investment advisory services are offered through doing business as Advisor Share Wealth Management (ASWM), LLC a registered investment advisor. ASWM and Bernaducci & Kugelov, LLC operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this checklist is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.
Bernaducci & Kugelov, LLC
14522 Three Ponds Trail
Delray Beach, FL 33446.
Office: 732-614-5832
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