Thanks so much for attending my presentations for the 2018 FPA Central Virginia / Richmond Financial Planning Forum!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Separating Risk Tolerance From Risk Capacity - Just Because You Can Afford To Take Risk Doesn't Mean You Should
- Can We Really Measure Risk Tolerance or Does It Swing Too Wildly With Market Volatility?
- Markets May Be Volatile, But Research Shows Risk Tolerance Isn't!
- Difficult Investment Clients? It's Not Their Risk Tolerance, It's Their Risk (Mis-) Perceptions
- The Kitces Report September 2008 - Rethinking Risk Tolerance
- What IS The Difference Between "Being Tactical" And "Market Timing"?
- Is The Passive Vs Active Debate Different Than Strategic Vs Tactical?
- Active, Passive, Strategic, Tactical – What’s Your Investment Management Style?
