Tag Archives: Joachim Klement

Beyond the Questionnaire: New Tools for Risk Profiling

Analyzing a client’s environment, their lifetime experiences, and even their genetic disposition for risk taking can lead to more reliable assessments of investor risk profiles and consequently better risk identification. Read More

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How to Overcome the Flaws in Your Financial Memory

Keeping a diary of the motivations and risks of your trades removes hindsight and attribution biases, says Wellershoff & Partners’ Joachim Klement, CFA. Read More

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