Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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March 2020 brought with it a tidal wave of unforeseen changes — to both our workforce and economy. Ready or not, a huge number of businesses had to pivot quickly to a 100% work-from-home model to keep their employees safe and their operations moving.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...