Episode 4: Managing Risk: Tools for Navigating Market Volatility

In this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary® at Morgan-Aly Wealth Management Group, discusses how effective risk management can help investors navigate market volatility. After reviewing last week’s market performance, Jason introduces Nitrogen (formerly Riskalyze), a tool used to assess the potential risk in client portfolios. He explains how the Six-Month Value at Risk (VaR) calculation provides insight into how market fluctuations may impact investments over time. Please note, this episode does not offer specific investment advice. As always, past performance is not indicative of future results. Tune in to learn more about managing risk and how it plays a role in long-term financial planning.This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.