Risk Tolerance

RSS feed for this section
This category contains 16 posts

Understanding Client DNA Behavior Under Pressure

By Hugh Massie ⋅ April 8, 2009 ⋅ Post a comment

When I was a financial planner and even before that a CPA, I had regularly observed that people’s behavior and decision-making patterns changed when they were under pressure; the pressure often being caused by money and relationships. This observation was fundamental to my thinking when I was building the Financial DNA Discovery Process with my [...]

Behavioral Profiles Leverage Your Intuition

By Hugh Massie ⋅ March 12, 2009 ⋅ Post a comment

In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process and there are some detractors from using them. Like in any situation where there are detractors most have not yet had a positive experience or seen the [...]

Investment Risks Rooted In Human Behavior

By Hugh Massie ⋅ March 5, 2009 ⋅ Post a comment

A statement I have been making to many people for the last 10 years is: “Investment markets cannot be controlled, but how you manage your reaction to them can be”.
Generally, for most investors the reason that they obtain returns which are on average 6% lower than market returns is because of [...]

Managing Your Clients Through Turbulent Times

By Hugh Massie ⋅ February 18, 2009 ⋅ Post a comment

Well the stock market has gone to 10 year lows. Has it hit the bottom? That is not necessarily the crucial issue although this downward spiral will be raising more fears. What is crucial is how you handle this situation in terms of your own behavior and managing that of your [...]

Uncovering Human Behavior Risks

By Hugh Massie ⋅ September 5, 2008 ⋅ Post a comment

Generally in business, and particularly in financial services, people associate risk with the markets or economy. What we fail to drill down into are the risks caused by human behavior. Another way of looking at this is to consider how people handle the market risks. What decisions do they make? What [...]

Managing Risk

By Hugh Massie ⋅ August 13, 2008 ⋅ Post a comment

On the weekend, I had the great fortune to listen to a very inspiring presentation by Dr. Ben Carson. Dr. Carson is a leading pediatric neurosurgeon at the John Hopkins Hospital. In his career he has been a pioneer in performing highly risky surgery on children. He has a great book: [...]

— Next »

Bookmark and Share

Blog Directory Toplist