Financial Planning First: Chapter 2


The future: Do I have enough money?

You may have the financial resources to take a high degree of risk in your portfolio, but how much risk can you handle emotionally? In this chapter, Chip and Sarah discuss the difference between risk capacity and risk perception, and how vital it is to align the two with each client’s unique circumstances to provide the best portfolio for them. (4 min.)

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.