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….