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Aggressive, moderate, and conservative are so yesterday.
Emotions are an essential part of what makes us human. But when it comes to investing, these emotions are often irrational. The more complex the choice and the more uncertain the subject matter, the more emotions may influence the investment decision.
This investor cycle of emotions - optimism, excitement, doubt, fear, panic, and capitulation - has a common thread, a simple lack of understanding. With Perpetual Suitability at its core, RiskPro is built to reverse that cycle and restore confidence and accountability in the investment decision making process.