This article first appeared on Nasdaq. We’ve been having an interesting conversation in our office about how often we have been required to complete a questionnaire, how long they have taken and the reason for them. Some of the recent experiences of our team members: Renewing a passport online – 45 minutes; Completing a tax […]
My colleagues and I have been having an active discussion about the relevance of risk-tolerance questionnaires. So, I was excited to see a Sept. 6 article in the Wall Street Journal by Jason Zweig, “Knowing if you can stomach the next big market swing.” Not the right data, not enough data Zweig’s bottom line, “Any […]
We all know that change is hard; as much as we might want it, embracing it is another thing altogether. Change is also particularly difficult when we have invested our time[...]
