Thanks so much for attending my presentation for the FPA Central Virginia/Richmond 2016 Forum!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Asset Location: The New Wealth Management Value-Add For Optimal Portfolio Design?
- The Emerging Next Generation of Variable Annuities - An Asset Location Tool?
- Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
- January - February 2014 Newsletter - Exploring the Benefits of Asset Location
- March - April 2014 Newsletter - Advanced Asset Location Strategies
- Separating Risk Tolerance From Risk Capacity - Just Because You Can Afford To Take Risk Doesn't Mean You Should
- Can We Really Measure Risk Tolerance or Does It Swing Too Wildly With Market Volatility?
- Markets May Be Volatile, But Research Shows Risk Tolerance Isn't!
- Difficult Investment Clients? It's Not Their Risk Tolerance, It's Their Risk (Mis-) Perceptions
- The Kitces Report September 2008 - Rethinking Risk Tolerance
