Sheila shared her perspective about the tensions that can arise when markets are volatile and spouses have differing risk tolerances. This issue was spotlighted in a recent article posted at The Wall Street Journal’s website.
The article, by Anne Tergesen, included input from several financial advisors, including Sheila:
You may want to invest heavily in stocks. But that doesn’t mean you and your spouse can afford to do so.
This article is recommended reading, as it features insights about how to approach this common dilemma. It was published in the May 28, 2021 print edition of the Wall Street Journal (Banking & Finance section).
You can also click here to view at WSJ.com (paywall), or click here for the full content (PDF).
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