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How Risky of An Investor Are You?
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In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, "I'm moderately conservative?" Don't these seem fuzzy at best?
Hear how your perceived risk and diversification may differ – sometimes substantially – from mathematical reality. And be sure to listen in to how Tyler and the team at True Wealth can help you more appropriately find the right risk level, which probably should change over time, to best align your money to achieve your goals.
Here’s some of what we discuss in this episode:
- Risk applies to everyone we work with so there are no exceptions when it comes to this topic.
- What are the general rules for risk that the industry follows?
- The True Wealth Design process for building a plan and determining risk.
- How diversification and market conditions are used to construct a portfolio.
- What ongoing portfolio management should you be doing to manage risk as you move through life?
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
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