Many people’s instinct is to sell when the market takes a hit, but making those decisions based on emotion seldom has the best outcome. 

In this episode, Ryan English, MBA, CFA, CPA, CFP®, shares his insight on the importance of understanding and the questionnaire Foster & Motley uses to help determine their client’s risk tolerance. He explains how the risk tolerance questionnaire informs decisions about the client’s portfolio and investment policy statement. 

Ryan shares more about:

• What a risk tolerance questionnaire is
  
• The importance of understanding your risk tolerance
  
• How age plays a role in your risk tolerance
  
• And more
  

Resources:

• A Podcast about Wealth and Life
  

Connect With Ryan English:

• info@fosterandmotley.com 
  
• 513-561-6640
  
• Foster & Motley
  
• LinkedIn: Ryan English