“The ability to distinguish between volatility & loss is the first casualty of a bear market.”


Investing is easy on the calm days, but being able to maintain your course through the tough times is a necessary part of long-term success.

Before we can provide you any meaningful insights or advice about "how" you should invest, we need to understand what kind of volatility you can tolerate psychologically. 

This isn't something we want to guess about, or simply gloss over. We believe investing your time, before you jump in, to define & understand, will always have you better prepared for the journey ahead.

Taking a few moments to complete the questionnaire below is a great first step toward you quantifying your risk, using the latest thinking in behavioral finance.