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Inflation Expectations: A Dubious Survey

The Big Picture

Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months. November 22, 2009). Black Friday #Fails.

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Personal finance links: peaks and valleys

Abnormal Returns

James Choi about how economic theory explains consumer behavior. morningstar.com) On average, people overestimate their risk tolerance. Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." etftrends.com) Peter Lazaroff on whether U.S.

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What Does the Market “Know” ?

The Big Picture

I am not a fan of that framing; my preference is to note that different investors in equity and fixed income have very different risk tolerances stocks, time horizons, and investment goals.

Marketing 321
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Why Quality Factor ETFs Have Seen Large Inflows Over The Last Year – And How Advisors Can Use Them In Client Portfolios

Nerd's Eye View

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. size, industry, location) of early mutual funds.

Portfolio 189
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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. While an investor’s timeline affects their risk tolerance and allocation decisions between stocks and bonds, it’s important to remember how long a retirement time horizon can truly be.

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How to Talk About Risk Management With Your Clients

BlueMind

When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. This will allow you to get a general sense of where your client’s risk tolerance stands.

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Investing strategies for bear markets

Nationwide Financial

Of course, earnings and profits are dependent to a large extent on economic performance (although not for all companies and not all in the same manner.). The economic cycle of expansion and recession does affect the stock market by affecting company earnings. So, recessions can lead to bear markets.

Investing 105