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Why Do You Invest?
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explore one of the foundational questions of financial planning: Why do you invest? Using investment risk as the starting point, they explain that risk isn’t simply about stock prices rising and falling; it also includes factors like liquidity, inflation, savings rates, income needs, and the possibility of not reaching your financial goals. They distinguish between risk tolerance (the amount of investment risk you’re willing to accept) and risk capacity (the amount of risk your…
The skinny
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