Risk Capacity: The Defining 5 Dimensions - Show 2-2

Wednesday, November 23, 2011 9,065 views

Mark Hebner discusses the 5 dimensions of determining an investor's appropriate risk capacity: 1) Time Horizon; 2) Attitude toward Risk; 3) Net Worth; 4) Income; and 5) Knowledge about Markets. He walks through the questions in the IFA Risk Capacity Survey and shows how the answers can help determine the proper portfolio for an investor.

mark hebner show 2: the proper way to invest - show 2-212 stepsifa risk capacity surveystep 10: risk capacityusing ifa.comvalue of a passive advisor