Investor’s Advantage Risk-O-Meter

August/September  2020 Economic Outlook

Everyone enjoys a market rally.  It just feels good.  Recent economic data has improved confidence in the outlook, however considerable uncertainty remains thanks to the uncertainty surrounding the path of COVID-19 and the impact to corporate profits.  With valuations by some measures now at the highest lever in two decades, a recovery in earnings will likely be key for markets to take the next step further.

 On balance, the many indicators we monitor suggest caution.  Now is a good time for thoughtful investors to do things.  First, look to see how your portfolio performed from the market high on February 19, 2020 to the low, so far this year on March 23, 2020.  While many investors were off over 30% some accounts were off lest than 10% at that time.  If the market were to peak again and re-test new lows, the second step is to take the time in advance to see how you might be better prepared for the next time. Stocks are known to take the steps up and the elevator down.


The Investor’s Advantage Risk-O-Meter reflects the company’s overall opinion on the economy and the stock market.  Leading indicators include the US Economic Outlook, Monetary Policy, Fiscal Policy, Leading Indexes, Global Economic Outlook, Corporate Profit Growth, Inflation, Equity Market Valuation, and Geopolitical Risk.

Risk is not knowing what you’re doing.

– Warren Buffett.

Do you know how much risk your portfolio and retirement accounts are taking? Understanding the risk of the economy and how it relates to your money is crucial. However, this means nothing if your investments aren’t designed around YOUR risk tolerance and YOUR financial goals. We’ve partnered with the fantastic folks at Riskalyze to offer a free tool that pinpoints your Risk Number so that you may informatively guide your portfolios asset allocation.

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice.  This information is not an offer to buy or sell, or a solicitation.

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200 N Westlake Blvd. Ste. 109
Westlake Village, CA 91362


(805) 495-2077

(800) 266-2077


An informed investor is a smart investor.

Limit your exposure by pinpointing your Risk Number, and craft a portfolio that aligns with your financial priorities.

Get Your Risk Number
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