Stress Test Your Investments Before It's Too Late

The Life Planning 101 Podcast · Sep 20, 2016 · 22m

Would it be okay if your investment portfolio went down $400,000?

Absolutely NOT!

This was a conversation we recently had with a couple we have just come to know. The reason? We stress tested their current investments against the Financial Crisis of 2008 and 2009, and this was the result.