Heritage Financial Services President & CEO, Sammy Azzouz, is also a founding member of Investopedia’s Advisor Council. The Investopedia Advisor Council is a select group of independent financial advisors committed to making financial education more accessible for all. In this role, Sammy authors articles on financial topics with a goal of empowering fellow advisors, their clients, and Investopedia readers.
In a recent article written for Investopedia, Sammy explains risk tolerance and the importance of understanding what risks matter, how to minimize them, and which “risks” to ignore to reach financial goals. Click the title below to access the article on Investopedia.com.
How I’m Talking to New Clients About Risk Tolerance
KEY ARTICLE TAKEAWAYS:
- Investors need stocks to fund their long-term goals and build wealth.
- Market volatility can make people nervous to invest.
- Clients can avoid permanent capital loss potential through various planning and investing strategies.
- Short-term volatility shouldn’t be feared and can be navigated.