BlueMind

SEPTEMBER 11, 2022

However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant to determine your client’s risk capacity let’s first understand the difference between the two.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. And so I remember Quincy told me, if you think you’re in the music business, and you don’t own music rights, publishing rights, licensing rights. This was, so you had the 2008, 2009 economic crisis. I started seeing the muffler shop as a business.

Banking 147

Banking Economics Business Planning Economy 147

James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

AUGUST 22, 2023

And then people will feel licensed to say what they had shut up about. But we know, and this is what at least I wasn’t sufficiently alert to in 2008, that self-interested or malevolent types can use behavioral biases to manipulate people. Okay, and they are designed to help people deal with their cognitive limits.

Economics 245

Economics Media Government Numbers 245