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Clients may like a little excitement now and then, but can they stomach plunging drops in their account values? To truly test their risk tolerance, forget metrics like standard deviation and show them—in actual dollars—the hits they'll take under different conditions of volatility. The resulting performance may not be worth the pain.
When you're evaluating the volatility of an asset, pay careful attention to the time period being used. It could make a big difference in the value of your client's options or the viability of his or her retirement plan.
What indicators do investors who bet on a market's turn watch to determine when to make a move?
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