Risk Tolerance: The Misperception that Keeps Hurting Clients Reviewed by Momizat on . Before investing client assets, advisors are required to assess a client’s risk tolerance. If the investor takes on more risk than they can endure, they are lik Before investing client assets, advisors are required to assess a client’s risk tolerance. If the investor takes on more risk than they can endure, they are lik Rating: 0
You Are Here: Home » QuickPress » Risk Tolerance: The Misperception that Keeps Hurting Clients

Risk Tolerance: The Misperception that Keeps Hurting Clients

Before investing client assets, advisors are required to assess a client’s risk tolerance. If the investor takes on more risk than they can endure, they are likely to lose more money than they can stomach when the inevitable bear market comes. And even if the market recovers, there’s a risk that the investor will panic sell at the bottom of the market.

To read the full article in Financial Planning, click: Risk Tolerance: The Misperception that Keeps Hurting Clients.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 1698

©2018 NACVA and the Consultants' Training Institute • (800) 677-2009 • 5217 South State Street, Suite 400 Salt Lake City, UT USA 84107

event themes - theme rewards

UA-49898941-1
lw