Stock Market Risk

POM Wealth Management's Platform Manages Risk First

When using the POM Wealth Management platform, we are using one that, first and foremost, manages risk.

Why? Because the “buy and hold” strategies that worked in the past have proven inadequate to 21st Century challenges:
  • From 2000-02 the S&P declined 47%; the NASDAQ declined 78%.

  • From 2007-09 the S&P declined 56%.*

  • From 2000-02 the S&P declined 47%; the NASDAQ declined 78%.

  • From 2007-09 the S&P declined 56%.*

Since bottoming out in March 2009, the S&P and the stock market, in general, have gone on a bull market run. No one can predict when that will end or when the next big downturn will occur, but investors can make a choice about how they want their money managed.

The options are fairly simple: 1) “Buy and hold” strategies that most certainly will decline significantly in the next stock market crash or 2) “active money management” where managers are managing risk first in their strategies.

If you are of the mindset that you would like your investments to be actively managed in an effort to reduce risk, contact us to learn more about our multi-manager approach to managing risk in the stock market.

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Wonder how risky your current investments are?

Most people have no idea of the true risk of their investments in the stock market. If you would like to score your top investment holdings using an online app, please contact us.

Find Your Own Investment Risk Tolerance

Most people don’t understand their own true tolerance for taking risk in the stock market. As part of our process, we take clients through an investment risk tolerance questionnaire. It takes less than five minutes to get through and at the end you are provided with a risk score on a scale of 1-100.  To find your personal risk tolerance, contact us to go through our risk questionnaire.

Complimentary Portfolio Risk Analysis

While we recommend people use out Quick Score App to score the risk of individual holdings, what’s better is to have your entire portfolio scored. Once you have your personal risk score in hand and once you know the risk score of your overall portfolio, then you are in a position to determine if what you are invested in is “suitable” for you or whether you need to take steps to lessen your risk.

To find out how much risk is in your current investment portfolio, please email support@pomwealthmanagement.com or give us a call at 810-207-5311.

*Numbers from Yahoo Finance.

Interested in discussing what YOUR comprehensive plan might look like?

If you would like to discuss your individual situation and get a sense of what an overall comprehensive plan might look like, simply email support@pomwealthmanagement.com or give us a call at (810) 207-5311. We’d be happy to schedule a time for a call, Zoom-type, or in-person meeting.

FOUNDATION

Prepare wills and trust
Evaluate insurance needs
Review cash flow budge

SHORT TERM

Emergency fund
Liquid investments
Start building portfolio

MID TERM

Wealth accumulation
Pay college expenses
Start a business

LONG TERM

Retirement
Sell a business
Leave an estate

Let's Answer
Your Questions

To learn more about our management philosophy and whether it may fit in with what you are trying to accomplish with your investible dollars.
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Let's Answer
Your Questions

To learn more about our management philosophy and whether it may fit in with what you are trying to accomplish with your investible dollars.





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