TITLE

RiskPACK: How to Evaluate Risk Tolerance

AUTHOR(S)
Cordell, David M.
PUB. DATE
June 2001
SOURCE
Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p36
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Discusses the different components of the RiskPACK framework for risk tolerance assessment by financial planners. Importance of risk tolerance assessments in making investment recommendations; Variables associated with increasing risk tolerance; Assessment of the risk attitude of a client; Factors to consider in evaluating the risk capacity of a client; Significance of risk knowledge by the client; Influences among the components; Implications for risk tolerance assessments.
ACCESSION #
4591435

 

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