risk tolerance
What can we learn from downloads of CFA Institute publications in 2017? Mark Harrison, CFA, sifts through the most popular CFA Institute Financial Analysts Journal articles as well as CFA Digest and In Practice summaries to uncover a few themes.
Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.
Isaac Presley, CFA, has a few suggestions to put a little evidence-based thinking into your clients' retirement plans.
Some people view the term “diversity” in a negative way. It has also become highly politicized. By definition, diversity means “being composed of differing elements or qualities.” How does this apply to the financial industry? Barbara Stewart, CFA, continues the discussion.
How often do you check your investment performance? The answer goes a long way in determining your risk tolerance.
Joachim Klement examines the role of personal experiences in determining financial risk preferences among investors, and how this can help financial advisers.