Are Do-it-yourself Investors too Cautious with Cash?

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Are Do-it-yourself Investors too Cautious with Cash?

Nov 21, 2013

With risk tolerance considered the Rorschach test in the investment world, it is hard to capture the right information with any kind of questionnaire, says Eleanor Blayney, [CFP®,] the consumer advocate for CFP Board, a non-profit trade group for CERTIFIED FINANCIAL PLANNER[™ professionals].

"I prefer online tools that ask financial planning questions -- not investment questions -- to determine what might be needed in retirement and then suggest a portfolio allocation," she says. "That makes more sense than leaving it up to a slider button."  Read more >

Beth Pinsker
November 21, 2013

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