FPA Rhode Island 2015 – Presentation Handout Materials & Supporting Information

Thanks so much for coming to my presentation for the FPA Rhode Island 2015 Symposium!

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