A client recently refused to complete my risk tolerance questionnaire. After looking through our instrument, with its fairly standard hypotheticals about market movements and portfolio returns, they said, “That’s not how I think about risk.”
If ESG funds are trying to take over the country, they aren’t doing it very well.
When I started looking into CFP® certification, a surprising number of colleagues said something to the effect, “Oh well you passed the CFA exams, so that will be easy for you.” And foolishly, I believed them.
