WealthVest surveyed over 1,300 Americans, age 45 and over, to better understand risk tolerances and investment approaches. This white paper includes discoveries about investors’ attitudes towards investment risk, misconceptions about stock and bond market returns, and opportunities to build portfolios that are better suited to match risk risk tolerances and objectives.
Retirement Realities Brochure
About the Author: Wade Dokken
WADE DOKKEN, President of WealthVest- Wade has over 30 years of financial services experience and leadership. Wade was the face of American Skandia, leading it’s sales and marketing strategy from their inception in 1988 to becoming the #1 variable annuity seller in the first quarter of 2000, and ultimately spearheaded their sale as CEO in 2003. Dokken is the author of “New Century, New Deal,” a public policy analysis of the challenges facing Social Security in the coming decades. Dokken is also a columnist at FA Magazine, providing research white papers on diverse topics such as Sustainable Withdrawal Rates, Sequence of Returns, and Portfolio Optimization.