Getting Real About Risk Tolerance - Advisors Magazine

“I think a lot of consumers are used to hearing advisors say, ‘What’s your risk tolerance, if you were to measure it from 1-10, where do you think you are?’ I think that’s an old-school style,” says Craig Watkins, managing partner of Cornerstone Financial Group, which uses Nobel Prize-winning software tools to determine client risk profiles. “This software enables us to determine the different measurements of risk on stocks, mutual funds, and bonds, according to the client’s comfort zone.”

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