While two individuals may have similar backgrounds, incomes and goals, their investment portfolios may look very different due to their personal risk tolerances. In an article for Sedona Red Rock News, Pinnacle Financial Advisors Financial Planner Bill Kelso explained how someone’s comfort level with various investment strategies can impact their short- and long-term financial outlooks.
Bill broke down the different types of risk and how to evaluate individual risk tolerance, detailing how a financial planner can help build a portfolio based on each personalized goals and risk tolerance. He explains that financial planners can act as an objective source of information, providing advice and guiding people through market changes that may affect their portfolios.
Bill authors Pinnacle’s Financial View, a blog on the Sedona Red Rock News website that educates the local community about numerous aspects of financial planning and wealth management, including the benefits of working with a financial planner, tips for estate planning, and more. Bill specializes in tax and retirement planning and esoteric income portfolio strategies, guiding clients at Pinnacle’s Sedona office.