When applied to a stock-and-bond portfolio, risk tolerance includes factors such as age, time until retirement, income needs and the "sleep at night" factor, which simply refers to an investor's ...

Risk assessments only work if they help advisors understand their clients’ true appetite for risk and then match them to appropriate investments. But with an unreliable risk profiler and ...

This helps to mitigate overall portfolio risk and protect against significant losses. II. Asset Allocation Asset allocation ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market ...