Define Your Future With Confidence
Determining Your Family Index Number
Markets fluctuate. Your confidence doesn't have to.
When averages are down 10%, does it give you a hollow feeling in the pit of your stomach or keep you up at night? When you see the S&P 500 or Dow Jones Industrial average fluctuate up and down, consider how it affects your mood. Do you understand how it will truly impact your financial future along with your ability to achieve True Wealth? Empower yourself to focus on the only number that matters to you and your family: your Family Index Number.
In figuring your Family Index Number, the amount of certainty you want from your portfolio is considered against the amount of return you need to achieve your goals. Sometimes these are easily determined and very compatible. Sometimes we need to embrace more uncertainty to achieve our goals and sometimes we can afford and should embrace a more conservative posture.