3. Talk through any discrepancies in their risk profile assessment. 4. Explain how their current portfolio lines up with their risk comfort. 5. Keep investors focused on what they can control.

A financial advisor can help you identify investment opportunities and manage risk for your portfolio ... exchange for taking on downside risk. To calculate this ratio, determine the difference ...

The Dividend Income Accelerator Portfolio focuses on financially healthy companies with strong balance sheets. Check out the ...

A common strategy for accumulating wealth and reaching financial objectives is through mutual funds.    Regretfully, a lot of investors are unaware th ...

Learn how to square your own investments with your time horizon and risk tolerance ... The cost basis is used to calculate an asset or portfolio's returns and, for tax purposes, capital gains.

Anyone who's invested in the market for even a short time likely has heard the term "risk tolerance." When applied to a stock-and-bond portfolio, risk tolerance includes factors such as age ...