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The 12 Steps
Step 1: Active Investors
Step 2: Nobel Laureates
Step 3: Stock Pickers
Step 4: Time Picker
Step 5: Manager Pickers
Step 6: Style Drifters
Step 7: Silent Partners
Step 8: Riskese
Step 9: History
Step 10: Risk Capacity
Step 11: Risk Exposure
Step 12: Invest & Relax
   
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Do you speak Riskese™? Residents of China speak Chinese, residents of Japan speak Japanese, lawyers speak legalese, and top-notch investment advisors, casino statisticians and insurance underwriters all speak Riskese™. It is the language of risk, return and time, also known as risk management. If you don't understand it, then you should just invest in Treasury Bills. They are risk free.

 

Program Overview

Risk is one of the most avoided, least quantified and misunderstood subjects by the financial services industry. This is unfortunate, because the primary purpose of investment professionals is the intelligent management of financial risks and the alignment of an investor's Risk Capacity™ with the appropriate exposure to financial risk or uncertainty.

 

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THE BIG QUESTION

Your big question is undoubtedly, “What is the right blend of index funds for me?”

The answer becomes abundantly clear once you have determined your Risk Capacity. Risk Capacity is based on a simple formula that takes into consideration your age, assets, income and your investment knowledge to derive your optimal investment balance. You can quickly learn your Risk Capacity by taking this simple survey right now.