How much risk should I take in my portfolio?

3 votes

A series of questions to point a client toward an asset allocation. Questions could include current age, how stable is there job, do they work in a risky industry, what did they do during the great recession, do they worry about their investments, are they married, children? ...

Under consideration Suggested by: JoAnn May Upvoted: 22 Apr Comments: 0

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