A Note from Marguerita Cheng, CFP® Pro — Hello friends! I'm excited to talk about the topic of risk tolerance on tonight's episode of Margueritas with Margarita.

When uncertain economic situations arise, such as the COVID-19 pandemic, it can send fear into investors' hearts, especially those close to or in retirement. The risk of losing money stares them in the face, and they wonder what the right step to take is. Unfortunately, investors tend to make bad decisions, informed by the present uncertainty rather than their financial plan. One way to avoid making mistakes is to define your risk profile and construct a financial plan accordingly.

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About Marguerita (Rita) Cheng, CFP® Pro

Marguerita Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm Blue Ocean Global Wealth, Rita helps people meet their life goals by properly managing financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network that empowers women to connect and take control of their lives through the freedom gained by running.

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