How Your Life Situation Impacts Your Investment Risk Tolerance

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  • 05 mins 56 secs
Looking across the board in the risk space, a common realization was that all of the tools focus on preferences alone which changes all the time. Larry Shumbres, Chief Executive Officer of Totum Risk discusses the use of risk capacity for facts and not feelings, updating questionnaires for a better analysis, and how this will effect both the client and advisors as a whole.

Channel

Totum Risk

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