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Find Your Comfortable Risk Tolerance

Last week I discussed the importance of understanding how much risk you can comfortably tolerate in your investments. If you are new to investing, or if you aren’t sure how much risk you are taking in your current portfolio, it may be helpful to spend a little time to determine your risk tolerance. A good […]

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Investment Risk Tolerance More Art Than Science

If I asked you how much risk you are taking with the investments in your retirement plan, what would you say? My guess is nine out of ten people couldn’t answer that question in a meaningful way. Answers like “A lot,” “Just right,” or “not much,” may as well be “I have no clue.” We […]

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Risk of Comparing Portfolio Apples to US Stock Oranges

It may be entertaining to watch Donald Trump point his finger and curtly say, “You’re fired!” When a client says the same thing to me, it isn’t so funny. I’m especially not amused if a client fires me because their diversified portfolio is underperforming the US stock market and they abandon the strategy. The result […]

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What Investors Want to Know But Don’t Know How to Ask

When an advisor recommends a particular investment, how do you know it’s right for you? Financial writers, myself included, say you need to ask questions. The trouble is, according to a recent survey, most investors ask the wrong questions. The March 2014 survey polled 1,229 investors. They were asked, “When your advisor makes an investment […]

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