5 Unique Risks for the Affluent Investor

You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there are key risks that come about when you have more money and more valuable assets to protect. Being Too Conservative You may think that […]