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The primary role of a financial advisor is creating a diversified portfolio that has the potential to meet your long-term goals. But the most critical factor in achieving them may be to ensure that you stay on plan and remain invested for the long haul.
The benefits that accrue to the patient investor – the one who rides out market fluctuations with sanguinity – are clear in the form of increased return. But it can be very difficult to remain calm when faced with fluctuating asset values and confusing information. Both you and your advisor need to be aware that risk tolerance isn’t just a function of the standard questions asked on the questionnaire you filled out when you opened your account. It’s critical that your advisor understands the emotions inherent in investing, including your level of worry and your reaction to loss.
To get at that, we need to look at... ...
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