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Free Portfolio Stress Test

What is a Portfolio Stress Test?

Just as doctors stress test heart patients, we use portfolio stress tests to gauge investment risk in different economic scenarios.

We start by asking questions like, "What happens if the economy falls back into recession, or the stock market crashes again?

Our model measures the impact of these scenarios on your investments using history as a guide, giving you a clearer picture of the risks to your portfolio.

What will I receive?

What can I expect upon requesting a stress test?

After completing three short steps, your investments will undergo a full stress test.

John will contact you with the details of your stress test, and to discuss any particular concerns that you may have.

John will walk you through potential risks to your portfolio, and can recommend a plan of action to address those risks.

In addition, you will have a clear understanding of your investment and income needs, the risks you are taking and how your investments are currently performing.

A small step in the right direction, to make sure you are living the life you want to live.

Request Your Stress Test

Fill out your information below to request your Portfolio Stress Test with John Navin & Associates.

Fill out my online form.

 

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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