I don't fully understand your question and the purpose of what this information is being used for . If you are a 401-k Plan Sponsors or Trustees, you need to fully understand the recent ERISA regulations when you
We really need to know your Personal Risk Comfort Level for starters. If you want to complete one, please visit our web page www.EndowmentWM.com and go to the Client Center Tab. In that section look for the EWM Client
When you invest, you can control basically five major aspects of your portfolio:
1. The over all diversification and timeline
2. The costs related to the investment options
3. The negative impacts from income
BrightScope is filling a void in the marketplace that unfortunately has existed for a very long time. They are bringing transparency and standardization to the financial advice arena that will benefit both investors and advisors.
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.