As we prepare to head into the New Year, we want to emphasize how the crucial role of assessing your ability and willingness to take risk plays in securing your financial future.

Market conditions and personal circumstances evolve over time, which underscores the importance of periodic evaluations. Regularly reassessing your risk profile allows us to tailor your portfolio to changes in your life, market dynamics, and economic landscapes. Factors such as changes in income, family situations, or evolving financial goals can significantly impact your risk appetite.

Eagle Ridge utilizes the individual risk profile of each of our clients to build their strategic asset allocation. By periodically reviewing and, if necessary, adjusting this allocation, we can ensure that your investments continue to be aligned with your risk tolerance, risk capacity, return objectives, time horizon, and liquidity needs.

Remember, staying proactive in managing your investments is crucial for long-term success. We’re here to support and guide you, and make sure your financial plan helps you achieve your aspirations. We look forward to the opportunity to work with you in 2024 and beyond.

Thank you,

Eagle Ridge Team