Thu, 27 February 2014
Markets are high – now what?
Before the market crashed in 2008, very few in the financial media were recommending take your gains and go. The system doesn’t work that way. Today people are worried about losing what they have gained in the latest recovery.
We will also discuss a recent article: “Why many Americans no longer tolerate risk.” This traces the history and development of Wall Street’s favorite tool – the risk tolerance questionnaire. Was it created as a well-researched planning tool or a marketing tool to sell more investments?
You can read a copy of the article on our website or view the pdf in the extras section on the app.
Call us anytime with questions: 480-970-5663480-970-5663
Or contact us online: http://wealthforlife.net/consultation/