Use the risk tolerance quiz results as a jumping-off point for individual conversations. Let’s use Gina as an example. Gina is in her early 30s, saving for her first house and retirement.

For example, someone with a moderate risk tolerance might have an asset allocation of 50% common stocks, 40% fixed-income securities, and 10% cash. People willing and able to tolerate higher ...

A factor is included as a risk tolerance modifier if there is any context where changing the factor would change one's threshold of an acceptable risk. For example, we might consider a 10% increased ...

Data shows that risk tolerance is a consistent personality trait. It doesn't change with market wins or losses. Your clients want a personal plan instead of an off-the-shelf option. Risk profiling ...

Risk tolerance is how much of a loss you're prepared to handle within your portfolio. Your goals, investing timeline and comfort level all factor into the equation. Many, or all, of the products ...

Don’t mix up your retirement risk tolerance with your college savings risk tolerance, for example. Here are five steps to assess your risk tolerance and adjust your asset allocation based on ...

For example, does he or she have a sufficient ... Investors must also recognize that risk tolerance can change depending on market and economic conditions or circumstances specific to a person's ...

Here are some examples, roughly ordered from least to most complicated: Two factors that should influence your retirement portfolio allocation are time horizon and risk tolerance. Time horizon is ...

For example, an allocation strategy might include ... assumes that as investors’ wealth increases, so does their risk tolerance. As such, this approach keeps a minimum of safety reserves held ...

Carney, Dana R., Amy J.C. Cuddy, and Andy J. Yap. "Power Posing: Brief Nonverbal Displays Affect Neuroendocrine Levels and Risk Tolerance." Psychological Science 21 ...