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Risk Tolerance Questionnaires: Useful or Pointless?

Advisor Perspectives

A client recently refused to complete my risk tolerance questionnaire. After looking through our instrument, with its fairly standard hypotheticals about market movements and portfolio returns, they said, “That’s not how I think about risk.”

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Risk Tolerance Dysfunctions

Inside Information

For more years than I’d care to name, I’ve been trying to put my finger on exactly why I have a such a huge problem with the traditional (Think: Riskalyze, now Nitrogen) risk tolerance assessments in the financial planning profession. You can actually test various bear markets and adjust accordingly.)

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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 some clients, “risk” maybe something exciting or daring that they enjoy and not something they generally avert from.

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How to Determine Your Investment Risk Tolerance Level

WiserAdvisor

It is essential to choose investments that match your risk appetite to avoid unnecessary stress and surprises later. A financial advisor can help you understand your investment risk tolerance. This article will focus on the risks of investing, how they impact you, and what you can do to determine your risk appetite.

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RightCapital Launches Integrated Risk Tolerance Tool

Wealth Management

The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.

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Your True Risk Tolerance

The Irrelevant Investor

If you're an average investor- and by average I mean you're at home reading this and your name is not Jim Simons- and you sold your stocks today, you overestimated your appetite for risk. After nine consecutive years of positive returns, it's likely that a lot of people's asset allocation was out of whack with their true risk tolerance.

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The 60/40 Portfolio is Back! *after not going away

The Big Picture

Morningstar, April 17, 2023 ) _ 1, The caveat being 60/40 reflects a fairly moderate risk tolerance, and higher equity allocations (e.g., 70/30) might be appropriate for people with higher risk tolerances and/or longer investment horizons. Doing Nothing. The post The 60/40 Portfolio is Back!

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