Episode 18 : 12/21/2016

The risky business of risk assessment

header-risk-assessment

Michael Guillemette, PhD

Professor of Personal Financial Planning at the University of Missouri

Hosts:

Matt Smith
Managing Director
BMO Global Asset Management

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

The risky business of risk assessment

When managing and investing someone else’s money, advisors must understand the role risk plays in reaching their clients’ goals. In this episode, we discuss the delicate and sometimes elusive task of risk assessment with Michael Guillemette, Professor of Personal Financial Planning at the University of Missouri. Michael discusses the components of a thorough risk assessment, the role age plays in risk tolerance, and provides advice for helping clients stay in their portfolios and get the most out of their investments.

In this episode:

  • Why advisors should care about risk tolerance
  • Critical components and pre-requisites of risk assessments
  • The role age plays in risk aversion
  • How to talk about risk tolerance with couples
  • About the bucketing strategy

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