Beyond Fear and Greed: Decoding Your Risk Tolerance

Published: June 23, 2023, 3:57 p.m.

Risk tolerance isn't the most exciting topic, but it's absolutely fundamental to your investment strategy. Bill and Anastasia revisit this subject to explain why it's so important to understand your risk tolerance. Bill gives his thoughts on the current markets and provides multiple examples from his career for why misunderstanding your risk tolerance can lead you to make emotional decisions with your investments. How does a financial advisor manage a couple where both individuals have differing risk tolerances? (Spoiler: This happens pretty much every time.) How do financial advisors apply risk tolerance to a client's investment strategy?

For questions and comments, you can email Bill and Anastasia at\xa0askcreatingwealth@taberasset.com.\xa0