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November 27, 2018
When Clients “Need” More Risk Than They Can Tolerate: Adjusting Portfolios, Or Goals?

By Michael Kitces

It is a standard requirement in financial services that financial advisors must first determine an investor’s risk tolerance before making any investment recommendations for their portfolio. Yet... Read more

Practice Management

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October 5, 2017
How Hiking Pikes Peak Is Like Long-term Investing

By Matthew J. Carvalho

Looking up, the top of the mountain didn’t look all that high, this should be a piece of cake. About three hours later, I started to realize that was simply the foothill in front of the real summ... Read more


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October 4, 2017
The Risk You Need vs. The Risk You Can Afford

By Meir Statman

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  Just as there is a difference between being able to afford a luxury car and actually buying a luxury... Read more

Behavioral Finance / Investing

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August 19, 2016
Keep Your Eye on Your Goals

By Meir Statman

If someone asked you, “Why is wealth important to you?” what would be your answer? In a survey of high-net-worth families, financial security was the most popular answer, followed by help childre... Read more

Behavioral Finance / Investing

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