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How to Determine Your Client’s Risk Tolerance

BlueMind

Category: Clients Risk. Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. What Does The Word “Risk” Mean For Your Clients? For financial advisors and their clients, “risk” means the possibility of losing money, investment, or a business venture.

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How to Determine Your Investment Risk Tolerance Level

WiserAdvisor

Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. What is risk tolerance?

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Three key learnings from sports to win the investment game

Truemind Capital

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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An Investment Guide for IRAs

Integrity Financial Planning

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

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A Pep Talk for Financial Advisors on Investing in a Declining Market

XY Planning Network

The beauty of our approach—building investment strategies based on academic research and rebalancing back to the target risk tolerance as markets move—is that we can find comfort in these times by revisiting the core tenets of our belief systems.

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The Super Bowl and Your Investments

The Chicago Financial Planner

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Take stock of where you are. Costs matter.

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Understanding Low Volatility Investing

Validea

What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. The core tenet is that lower risk stocks, as measured by volatility of returns, can generate better risk-adjusted returns over the long run compared to the overall market.