Are you on the path toward financial success?

In today’s uncertain world, it’s easy to question where you are and where you are going financially.  Do you worry how market volatility may impact your future goals?

We can help. Shepard Wealth Management Group offers a complementary Second Opinion Service including a Risk Analysis & Portfolio Testing Review.


AAA stress test sprial notebook-01.jpgStress Testing Your Portfolio

This report allows us to gauge the level of impact economic and market events may have on your portfolio. Stress testing is a simulation technique used on investment portfolios to predict the portfolio’s reaction to different financial situations. The report shows charts that compare the difference of your current portfolio’s Market Value ($) before and after a theoretical individual stress event. This helps us to identify what is creating the greatest risk for your future.

Together, we will discuss the analysis and review your level of comfort with potential economic and market changes. There is no obligation. We welcome the opportunity to meet with you.  Please click on the link below and send us an email.




IMPORTANT:  The projections or other information generated by Risk Analysis & Portfolio Testing Review regarding the likelihood of various investment outcomes are hypothetical in nature, do no reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

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