Ever wondered if your portfolio accurately reflects your risk tolerance?

Find out now with our new Portfolio Risk Analysis – Riskalyze. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations. Click on the button below to get started.

What’s my risk number?Learn more about Riskalyze

Our Quarterly Update – January 2018

“Unforeseeable is the future. How could it not be?  It doesn’t exist.”  (Grant, James. “Odds-on Favorites Finish Last.” Editorial. Grant’s Interest Rate observer, vol. 35, no.23, 1 Dec. 2017, p. 1)  Jim Grant is the editor of Gran’ts Interest Rate Observer (a must read at Calder Investment Advisors) and a keen observer of the investment markets since 1975, beginning at Barron’s and opening up his own newsletter business in 1983.

2017 Returns were surprisingly good for stocks, and not too bad for bonds as well.  Stocks were up 16%-29% and domestic bonds were up 3.5%.  You would be hard pressed to find anyone who predicted those kinds of returns before the year began.  Unforeseeable is the future.  Read more.


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