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Listen "When Gains Mask Risk: Do You Really Know Your Risk Tolerance?"
Episode Synopsis
In this episode Rob and Trevor discuss how market gains can make investors overestimate their risk tolerance and the importance of a proper risk analysis.
They explain how a risk questionnaire and financial planning help align your portfolio with your psychological comfort, using an example showing large differences in potential losses when risk is mismatched.
Listeners are encouraged to review their risk score with an advisor and regularly reassess as life and markets change.
They explain how a risk questionnaire and financial planning help align your portfolio with your psychological comfort, using an example showing large differences in potential losses when risk is mismatched.
Listeners are encouraged to review their risk score with an advisor and regularly reassess as life and markets change.
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