Are You Taking the Right Amount of Investment Risk? August 2, 2017
Individuals we speak with often classify their investment risk tolerance with adjectives such as “Conservative”, “Moderate”, or “Aggressive”. These self-classifications can be highly subjective and may not correctly capture the amount of risk someone is actually comfortable taking. One Moderate investor may feel uncomfortable if their portfolio fell 5% while another may not feel uncomfortable until their portfolio falls more than 10%. Unfortunately, only discovering their true tolerance risk after a downward movement in their investment portfolio is too late….