Tag: Risk Management
Discovering Your Investment Risk Tolerance: Part 2 (Ep.18)

Discovering Your Investment Risk Tolerance: Part 2 (Ep.18)

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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:

Connect with Ken New:

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

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

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Risk tolerance isn’t merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your specific desires and necessities.

In this episode, Ken New explores the importance of understanding risk tolerance and its impact on investment strategies and portfolio management. He shares how he helps clients identify their risk tolerance and how that understanding impacts investment decisions and portfolio planning. 

Ken discusses: 

  • How to gauge risk tolerance based on past market volatility
  • Different investment strategies based on the three types of risk tolerance; conservative, moderate, and aggressive
  • The importance of regular portfolio reviews to ensure the current portfolio matches the current risk tolerance and goals
  • How diversification can decrease the risks involved in investments
  • And more

 

Resources:

Connect with Ken New:

Podcast: Play in new window | Download | Embed

Subscribe: RSS