Tag Archives | loss tolerance

Issues of Liquidity: When Cash Isn’t Just Cash

  (Click on graph for larger image.) It’s a good problem to have: Cash accumulating in a checking account, a savings account, or a brokerage account.  It could be from bonuses, commissions, dividends from company stock. Or it could be you just doing a good job of living below your means, with the result being that what you […]

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Don’t Take On Risk To Impress

Trying to measure how comfortable a client is with the concept of investment risk is challenging for every Financial Planner.  There’s a plethora of tools out there to get this crucial metric right, but really it comes down to this: How accurately (honestly?) clients answer risk profiles. It can be stressful for the client: Even […]

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