Want to live a Champaign lifestyle on a McDonald budget? You better be prepared to take some lumps on the way. Many people assume that their advisor or planner knows what they are comfortable investing in and how their accounts should be managed. But are your expectations realistic? Is your risk profile really where it should be? Many people want higher risk for greater reward but are unwilling to accept a loss when it happens. Developing a good investment policy statement with your planner will give you an idea of what to expect and them a clearer understanding of your goals and risk tolerance. We believe in realistic goals and realistic expectations
