Episode 11: Margaritas with Marguerita — Ask yourself: What is your Risk Tolerance, Risk Capacity, and Risk Alignment?

A Note from Marguerita Cheng, CFP® Pro — Hello friends! I’m excited to talk about the topic of risk tolerance in tonight’s episode of Margueritas with Margarita. When uncertain economic situations arise, such as the COVID-19 pandemic, it can send fear into investors’ hearts, especially those close to or in retirement. The risk of losing money stares them in the face, and they wonder what the right step to take is. Unfortunately, investors tend to make bad decisions, informed by the present uncertaintyClick here to listen to the podcast!