The traditional approach to evaluating the risk tolerance of retiring clients has some problems, according to Michael E. Kitces, director of research at Pinnacle Advisory Group. He notes that most ...

Realizing that you won't be able to retire when you'd originally planned can be a tough pill to swallow. You're trying to ...

Should a financial advisor ask me for my risk tolerance, then invest accordingly? Or do they use their own proven strategy? This question sets up a false dichotomy. These risk-related investing ...

You probably know that investing involves risk. Different investment products and strategies involve different degrees of risk. Generally, the higher the expected returns of a product or strategy, the ...

Risk tolerance is a deeply personal trait. It shapes how we think, feel, and behave, and is a core part of our identity and psychology as investors. Yet, it’s notoriously difficult to measure this ...

Risk tolerance reflects your comfort with investment volatility. Factors like age, goals, and financial needs influence risk tolerance. Long-term goals may permit higher risk, while immediate needs ...

You’ve probably heard of risk tolerance, and maybe you’ve even received a score or a label for yours. So, what is risk tolerance, and how can you use it to build a better portfolio? Risk tolerance is ...

One of the foundational principles of finance is that risk and return are directly proportional. If your investment objective is focused on higher returns, you’ll need to assume more risk to achieve ...

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. A study comparing investors’ risk tolerance with the Consumer Sentiment Index (CSI)—a ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

Learn how to make better investment decisions based on the risk level that's right for you. You probably know that investing involves risk. Different investment products and strategies involve ...