Tuesday's Tutelage: 1/10/2023

Happy New Year!

“New Year! New Me!”

Resolutions!

Making changes for the better!

That is what we are doing here as well.

From now on, I will be creating very short blog or vlog post every Tuesday. They will be educational, helpful and (hopefully) inspiring).

They will be called “Tuesday’s Tutelage!” (I like that word. I’m a nerd - lol)!

So, here is the very first “tutelage” of the new year. . .

Review your risk tolerance and make sure it aligns with your investments.

Ask your financial adviser for help. We all use different tools to figure it out for our clients.

Or you can easily check it within your Plan Confidence Dashboard.

Just click the “Change Profile” button and then click the “Risk Assessment” hyperlink.

Once your done with the twelve questions, it will highlight the appropriate model you should be in.

If that’s the one you are using, you are all set!

It’s important to review your risk tolerance at least once a year. Our perceptions change with time, market volatility, experience, etc.

So, be sure to review your risk levels today!

Stay confident my friends!

-Kevin

Kevin T Clark, RF™ is the CEO and Co-founder of Plan Confidence Corporation (PCC). PCC is an SEC registered investment firm specializing in providing advice to hard-working Americans investing in their employer’s retirement plans (401k, 403b, TSP, etc). Kevin is also an ERISA Nerd and one of only a few hundred Dalbar certified Registered Fiduciaries (RF) in the United States. He has been helping hard working Americans invest their money for over 25 years!