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The Architects
This blog is written primarily by Gary Brooks, CFP, Allyn Hughes, CFP, and Nancy Jones, CFP of Brooks, Hughes & Jones, Partners in Wealth Management in Tacoma.
Contributions are also provided by other local legal, tax and financial professionals. Our goal is to offer insight and education to help Puget Sound area residents answer pesky money questions and build financial security.
Reach us for comment or question at 253.534.8888 or info@BHJadvisors.com. Thank you for reading.
www.BHJadvisors.com
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Tag Archives: behavior
What Type of Investor Are You?
To determine a suitable investment strategy, financial advisors have historically used a fairly standard risk tolerance questionnaire to evaluate a client’s preferences. These questionnaires often fail to adequately capture someone’s tolerance for market fluctuation. They can also be circumstantial, leading … Continue reading
Posted in Financial planning, Investments
Tagged behavior, Investments, Investor profile, preferences, risk tolerance
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