Investing For You / Your Politics & Risk Appetite
Critically, we need to determine your personal risk appetite; how much volatility and potential loss you are willing to accept to achieve higher long-term returns.
Put more directly, what is your capacity or willingness to suffer & endure stock market losses, for the probability of greater gain in the future.
This is currently more complex than normal, because it’s clearly such an emotional time for half the country. Understandably perhaps, many investors are finding it difficult to separate their strong feelings about politics from the often much simpler dynamics that drive financial markets. In recent months, the S&P 500 has reached new record highs, driven largely by continued profit growth at big American companies.
A key part of what we do is help clients stay focused on the fundamentals that drive long-term investing and reconcile those with other deeply held personal concerns. Your long-term goals, like funding your retirement, remain just as important, regardless of who’s in office. We can help you think about how your investment strategy can align with both your goals and your comfort level.
Investing For You
How We Do It
As an independent firm we manage your wealth with no corporate agenda. We typically meet every 90 days & educate you so you can confidently co-pilot key decisions.
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The Trade Off
Growth or stability. Every portfolio needs both. Stocks deliver long term lift, bonds smooth the journey. We help match your mix to your timeline and comfort
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How Long Can You Wait?
Time in the market drives outcomes. Longer horizons give growth and compounding more room to work. Shorter timelines need added stability and a more careful approach.
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What Clients Say
“Simon's team isn't just about managing a complex portfolio; it's about understanding the strategy behind it. They excel at explaining the 'why,' giving me unwavering confidence.”
Tech Founder, Age 40 · San Francisco · 06/26/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
Talk With Simon · simon@calfp.com
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