Financial Planning and Investment Resources
What is Riskalyze?
Riskalyze is a portfolio risk analysis tool that we use with clients to help them better understand their portfolio’s current and desired risk level.
What does it do?
- Determines your current and desired portfolio risk number (1-100)
- Identifies the gap between desired and actual risk
- Helps develop reasonable expectations for your portfolios return based on risk
- Displays how your portfolio would perform in real world scenarios
- Provides a probability range of predicted future performance (Riskalyze, 2017)
Putman Financial Group Tools
Family Love Letter
“The only thing you take with you when you’re gone is what you leave behind”. Each of us will leave a legacy.
Money Guide Pro
We utilize Money Guide Pro to create our clients goal based financial plans.
What does it do?