In the old days investment advisors sought to get their clients to take the most risk they could tolerate – “risk tolerance” meant maximum risk. This evolved into limiting risk to what is required to achieve objectives, but the evolution is incomplete. 60/40 stocks/bonds remains the pat solution, but it is not right for many investors, especially baby boomers.
Field of Study: Economics
schedule1 hours on-demand video
signal_cellular_altBeginner level
task_altPreparation required
calendar_todayPublished At May 21, 2022
workspace_premiumCertificate of completion
errorRead The 70 Year History of Investment Consulting: 1950-2020 https://targetdatesolutions.com/articles/70-Year-History-20200712.pdf
calendar_todayUpdated At Aug 8, 2024