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Investment Management

Maintain Oversight of Your Advisor

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  • What Should You Do When The Stock Market Crashes?

  • Take Action

    Confirm that your current situation is sound and that you are ready for the inevitable market recovery.

  • Double-Check Your Tolerance and Capacity for Risk

    Pie Chart

    Many investors overestimate their ability to emotionally handle market volatility. A Bear Market is a real-world test. Take a second look.

    Do-it-Yourself Solution

    Burnside and Company Solution

  • Verify Your Asset Allocation is Behaving as Expected

    Score Guage

    It is understandable that a portfolio is down during extreme market conditions. However, has it fallen more than expected in an outlier event?

    Do-it-Yourself Solution

    Burnside and Company Solution

    • Risk Optimizer Software from Riskalyze
    • Institutional Investment Models from Vanguard Research Group
  • Reevaluate the Quality of Current Investments

    Score Guage

    Many funds have not been around since the last Bear Market. How are they doing? Keeping costs down is even more important when returns are negative.

    Do-it-Yourself Solution

    Burnside and Company Solution

    • Fiduciary Score from Fi360
    • Star Rating System from CFRA
    • Argus Research Recommendations
  • Next Step:

     

    Re-balance your current portfolio if necessary.  If all looks good, Stay the Course.

     

     

    Recovery.png

  • All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial advisor about your individual situation. Past performance is no guarantee of future returns.
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