Ignoring Customers’ Risk Aversion is Risky Business

I recently met with my financial advisor and learned my portfolio was riskier than my wife’s. That’s always been the case; I have always been the one taking more risks. Sometimes the risks I take pay off; sometimes they don’t. My good lady wife is more risk-averse than me, it seems. She does not take … Continue reading Ignoring Customers’ Risk Aversion is Risky Business