Brendan was recently quoted in an article on U.S. News about risk tolerance questionnaires. You can find the link below, but Brendan made the point about keeping the answers of somebody’s questionnaire in the context of a comprehensive financial plan. That way the answers will help align with the investor’s personal goals, and not chase the latest market move.
Here’s what I’ve been reading this morning:
‘How Risk Tolerance Questionnaires Can Steer You Wrong’ – Rebecca Lake – U.S. News
‘Why Winging Your Retirement Is A Really Bad Idea’ – Isaac Presley – Cordant Wealth Partners
‘You Have Five Choices’ – Josh Brown – The Reformed Broker
‘Buy Time, They’re Not Making Any More Of It’ – Tadas Viskanta – Abnormal Returns
‘Why The Traditional 401(k) Is Underrated’ – Erik Carter – Forbes