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What Is Your Risk Tolerance – Really?

Financial Education, Investment EducationBy Kristi SullivanJuly 20, 2020

The financial services industry has for years been collectively handwringing about how to measure clients’ real feelings about stock market volatility.  The problem starts with the language we use.  It continues with the overconfidence of people when markets are good.   When the stock market is climbing, everyone is an investing genius and has no…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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