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If you have any questions about your retirement planning, asset arrangement and protection, or guaranteed lifetime income, we’d like to help.

All new clients are offered a convenient, confidential, and no cost initial consultation, which is an opportunity to learn more about your financial goals and objectives and determine how we can help you achieve them. Powell & Company, LLC is proud to partner with HiddenLevers to provide clients with access to portfolio stress testing analysis.

What is Portfolio Stress Testing?

Top advisors, the Federal Reserve, and elite banks measure the impact of forward looking scenarios on investments, which helps put portfolio risks and potential losses into real terms.

How it Works

  • HiddenLevers measures how oil prices impact Exxon, how home sales impact Home Depot, and millions of similar relationships between the economy and investments.
  • We create what-if scenarios to model recessions and other economic events, using historical research and analysis on how economic indicators are related. For example: Oil hits $150/barrel.
  • In a stress test, each investment's performance is projected using the relationships measured in step 1, applied to the scenario assumptions in step 2. For instance, if a scenario forecasts oil to rise, and Exxon is correlated with oil, then Exxon will rise in the scenario.

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