Join us for part 2 of “Discovering Your Investment Risk Tolerance” as we delve deeper into how risk appetite shapes investor choices and financial strategies.

In this episode, Ken New discusses the importance of understanding risk tolerance and its impact on investment decisions. He emphasizes the need for open communication between advisors and clients to determine appropriate levels of risk. 

Ken dives into the dynamics of investment: why younger investors often lean towards bolder risks for capital growth, while their older counterparts lean towards safeguarding their assets and ensuring consistent income. As we navigate the investment journey, regularly realigning our strategies with our risk appetite becomes pivotal. 

Ken discusses: 

• The difference between older and younger investors in terms of risk tolerance, objectives and more
• The value of regularly reviewing your portfolio & how often you should be reviewing it
• Some of the conversations you should be regularly having with your advisor about risk tolerance
• How to adjust your risk tolerance based on your unique financial objectives
• And more

Resources:

• Discovering Your Investment Risk Tolerance: Part I (Ep. 17)

Connect with Ken New:

• (321) 454-3623
• LinkedIn: Ken New
• Pinnacle Financial Wealth Management

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