Many people’s instinct is to sell when the market takes a hit, but making those decisions based on emotion seldom has the best outcome.
In this episode, Ryan English, MBA, CFA, CPA, CFP®, shares his insight on the importance of understanding and the questionnaire Foster & Motley uses to help determine their client’s risk tolerance. He explains how the risk tolerance questionnaire informs decisions about the client’s portfolio and investment policy statement.
Ryan shares more about:
- What a risk tolerance questionnaire is
- The importance of understanding your risk tolerance
- How age plays a role in your risk tolerance
- And more
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