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THE PROBLEM: Volatility is a threat to portfolio gains Investors feel comfortable when markets behave rationally and their portfolios trend upward with expected fluctuations along the way. However, the investment landscape changes dramatically as the...Read More

Risk Tolerance is just half the picture Now is the time to reflect A questionnaire without Risk Capacity is a blunt tool! Risk Capacity + Risk Tolerance = Risk Profile How did your client investors...Read More

  Sending a Risk Questionnaire First, Risk Tolerance Expanding the Picture with Risk Capacity So the Investor Completed the Questionnaire, Now What? Key Takeaways At Larkspur-Rixtrema, we know how important it is for financial advisors...Read More