It’s important to explore these feelings with a client before determining financial priorities and investment goals
Even when clients are focused on their personal goals and have an appropriate investment strategy, they often seem to lose their investment discipline in challenging markets. Maybe the advisor didn’t properly identify the clients’ risk tolerance. Maybe their perceptions of market risk changed or maybe their personal circumstances changed and they never communicated this to their advisor. But, another dimension that may be at play is an investment strategy that fits the ...
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This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 
