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Rather than having to nudge clients into better decisions, it’s possible just to teach them how to be better at thinking through risks in the first place! Plus, test your own risk literacy right now with this two-minute quiz.
TheStreet: Some advisors are sounding the alarm on risk profile questionnaires, saying there are better ways to manage client investment risk.
Risk tolerance is only the tip of the iceberg in determining a clients' true risk posture. Smart advisors also evaluate risk capacity, perceived risk, and required risk to construct a portfolio and financial plan that will keep clients satisfied and committed.
Even if investors can articulate how they'd react under a wide variety of market moves, portfolio outcomes, and circumstances with individual investments, mood changes can put their comfort level into a tailspin.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025