Mid-Summer Check-In: Is Your Investment Risk Still the Right Fit?

I hope your summer’s been full of sunshine, slower moments, and maybe even a few adventures.

The markets have had their own kind of adventure lately — big drops earlier this year, and then a bounce back not long after. Swings like these can leave us feeling anything from excited to uneasy… and that’s exactly why summer can be the perfect time to pause and ask: “Is my investment risk still right for me?”

Risk Tolerance is simply your personal comfort level with the ups and downs of investing. Part of it is financial — how much fluctuation your plan can handle. Part of it is emotional — how much volatility you can live with without worrying yourself awake at night. And here’s the thing: it’s not carved in stone. Life events, new goals, changes in family or career, even shifts in what matters most to you can all change your comfort zone over time.

Consider four connected “lenses” to think about risk — Grow, Protect, Live and Give — with your ideal risk level as the balance point between them, which can change over time.

Let’s make time this summer to revisit your plan, talk about how the recent market moves felt to you, and make sure the strategy we have in place still fits your life today. In the meantime, enjoy these articles.