Investment advisers typically measure a client’s degree of risk aversion as part of the process of making investment recommendations and building client portfolios.
Setting goals and formulating a plan to get there helps investors stay on the straight and narrow.
The CAPE index suggests U.S. stock valuations are rich. Is it time to rebalance your portfolio?
Employers who offer traditional pension plans worry about risk. In fact, they ranked 18 risks in order of importance in the MetLife U.S. Pension Risk Behavior Index released this week. The top three risks were underfunding of liabilities, asset and liability mismatch, and asset allocation. According to the study, employers “no longer believe they can
To ensure financial peace of mind, you need to accumulate as much wealth as possible, right? The two ideas are inextricably entwined, I’ve always thought. But SunAmerica’s recent poll segregated the two concepts and asked people age 55 and older which of the two more closely described their financial goals. Most of them — 82
Many people prefer to err on the side of caution when it comes to investing. In the aftermath of the grim bear market of 2008-2009, it’s difficult to question that impulse. The most recent Merrill Lynch Affluent Insights Quarterly survey found that nearly half of affluent Americans consider themselves conservative investors. The survey defines affluent