Should You Take An Aggressive Approach To Financial Planning?


When a client meets with a financial advisor, there is always a question about how aggressive they should be in approaching planning efforts. There is something to be said for seeking risk premiums through aggressive strategies, but that approach also has potential pitfalls. You should consider the question by looking at these three issues. Life Circumstances Aggression may be suited to some situations and not others. Someone with two younger children who still have many expenses ahead of them, for example, might want to take a more conservative approach.

6 April 2021