In this Step, we will review various mixtures of risk exposures and show the long- term historical returns of those portfolios. Now that you have established a Risk Capacity™, you need to evaluate risk before actually taking it. This will complete the matching of Risk Capacity™ (people) and risk exposure (portfolios).

Program Overview

This rule points out the value of the Modern Portfolio Theory. It essentially tells trustees that index funds are the prudent way to invest trust assets. The rule acts as a legal road map for estate planning attorneys, trustees of all types of trusts, and investment advisors.

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