the latest Flash player

It's time for your risk checkup

3:30 PM ET Mon, 1 Dec 2014

Year-end, face-to-face client meetings are key because they allow financial advisors the chance to set realistic expectations about portfolio risk.

Watch CNBC Live TV

You May Like
‹
›
Latest Videos
‹
- 02:47
  
  02:47 | 10:59 AM ET Fri, 19 April 2019
  
  Our $1,980 Samsung Galaxy Fold broke after two days, but here's what it was like before
- 02:40
  
  02:40 | 9:55 AM ET Fri, 19 April 2019
  
  Here's what it's like to deliver weed in LA
- 07:33
  
  07:33 | 6:48 AM ET Fri, 19 April 2019
  
  How India's economy is growing at a faster pace than China
- 01:58
  
  01:58 | 7:28 PM ET Thu, 18 April 2019
  
  Trading ahead of earnings: 4 Picks
- 01:05
  
  01:05 | 7:28 PM ET Thu, 18 April 2019
  
  Final Trades: UNH, FCX & more
- 01:06
  
  01:06 | 7:14 PM ET Thu, 18 April 2019
  
  Cramer Remix: Big banks have kicked off earnings season in a surprising fashion
- 04:58
  
  04:58 | 7:13 PM ET Thu, 18 April 2019
  
  Cramer: Diversify your portfolio in case stock market trends shift
- 04:15
  
  04:15 | 7:09 PM ET Thu, 18 April 2019
  
  Cramer's lightning round: This stock needs to find out its calling
- 07:43
  
  07:43 | 7:02 PM ET Thu, 18 April 2019
  
  Five Below CEO: Testing higher price points with Ten Below
- 09:36
  
  09:36 | 6:57 PM ET Thu, 18 April 2019
  
  Cramer: Overvalued stocks like Pinterest, Zoom could lead to a market peak
- 03:19
  
  03:19 | 6:56 PM ET Thu, 18 April 2019
  
  Overvalued stocks like Pinterest, Zoom could lead to market peak: Cramer
- 08:25
  
  08:25 | 6:49 PM ET Thu, 18 April 2019
  
  Cramer: Banks are doing better than thought and stocks are still cheap
- 11:13
  
  11:13 | 6:46 PM ET Thu, 18 April 2019
  
  Cramer's game plan: Overvalued IPOs can dim a positive earnings season
- 02:02
  
  02:02 | 6:41 PM ET Thu, 18 April 2019
  
  Overvalued IPOs can dim a positive earnings season
- 01:40
  
  01:40 | 6:05 PM ET Thu, 18 April 2019
  
  Options traders are feeling sweet after Honeywell's big beat
- 04:08
  
  04:08 | 6:03 PM ET Thu, 18 April 2019
  
  Time's up for Musk and the SEC to settle the score, so did they?
- 09:56
  
  09:56 | 6:02 PM ET Thu, 18 April 2019
  
  Hot pot deal: Canopy Growth buys Acreage Holdings for $3.4 billion
- 01:56
  
  01:56 | 5:54 PM ET Thu, 18 April 2019
  
  CNBC Tech Check Evening Edition: April 18, 2019
- 06:46
  
  06:46 | 5:36 PM ET Thu, 18 April 2019
  
  Top strategist says earnings are doing better than expected, and the trend will continue
- 10:43
  
  10:43 | 5:35 PM ET Thu, 18 April 2019
  
  Earnings season is ramping up and these could be the big winners
- 03:49
  
  03:49 | 5:31 PM ET Thu, 18 April 2019
  
  Pinterest and Zoom IPOs are overpriced, says expert
- 01:07
  
  01:07 | 5:12 PM ET Thu, 18 April 2019
  
  CNBC Markets Now: April 18, 2019
- 02:21
  
  02:21 | 5:03 PM ET Thu, 18 April 2019
  
  As gold prices sink to worst levels of year, Standard Chartered predicts a test of 2018 highs
- 01:15
  
  01:15 | 5:03 PM ET Thu, 18 April 2019
  
  News Update – Market Close
- 11:23
  
  11:23 | 4:36 PM ET Thu, 18 April 2019
  
  Alexa: Closing Bell Clips April 18, 2019
- 00:41
  
  00:41 | 4:29 PM ET Thu, 18 April 2019
  
  Intuitive Surgical shares fall on earnings miss
- 01:30
  
  01:30 | 4:27 PM ET Thu, 18 April 2019
  
  Economic growth won't change Fed outlook, says Citi's Bitterly
- 02:03
  
  02:03 | 4:23 PM ET Thu, 18 April 2019
  
  ITC: USMCA trade deal would boost US growth
- 03:51
  
  03:51 | 4:22 PM ET Thu, 18 April 2019
  
  Three stock picks ahead of the busiest week of the earnings season
- 03:23
  
  03:23 | 4:22 PM ET Thu, 18 April 2019
  
  What to expect when Amazon and Facebook report earnings
›
Top Videos
‹
- 11:13
  
  11:13 | 6:46 PM ET Thu, 18 April 2019
  
  Cramer's game plan: Overvalued IPOs can dim a positive earnings season
- 05:33
  
  05:33 | 3:22 PM ET Thu, 18 April 2019
  
  CNBC's Stock Draft contestants share top stocks to watch
- 08:46
  
  08:46 | 1:35 PM ET Thu, 18 April 2019
  
  Pimco's Libby Cantrill: The Mueller report will slow lawmaking in a partisan Congress
- 04:58
  
  04:58 | 1:50 PM ET Thu, 18 April 2019
  
  BB&T CEO Kelly King: People tend to seek loans when a slowdown is imminent
- 07:16
  
  07:16 | 1:45 PM ET Thu, 18 April 2019
  
  Once Wall Street realizes Fed's staying on hold, Standard Chartered expects gold rally
- 04:39
  
  04:39 | 1:37 PM ET Thu, 18 April 2019
  
  Stocks near record highs, more earnings on tap
- 04:28
  
  04:28 | 12:49 PM ET Thu, 18 April 2019
  
  Mueller report: Cannot conclude no criminal conduct occurred
- 07:17
  
  07:17 | 12:10 PM ET Thu, 18 April 2019
  
  Watch CNBC's full interview with Zoom CEO Eric Yuan
- 04:51
  
  04:51 | 12:20 PM ET Thu, 18 April 2019
  
  Demand is still steady in IPO market, says Nasdaq CEO Adena Friedman
- 11:12
  
  11:12 | 12:09 PM ET Thu, 18 April 2019
  
  Watch CNBC's full interview with Pinterest CEO Ben Silbermann following the company's IPO
- 01:11
  
  01:11 | 12:07 PM ET Thu, 18 April 2019
  
  Pinterest begins trading at the NYSE
- 01:54
  
  01:54 | 11:45 AM ET Thu, 18 April 2019
  
  Zoom begins trading at the Nasdaq
- 04:19
  
  04:19 | 11:05 AM ET Thu, 18 April 2019
  
  Union Pacific CEO Lance Fritz: The U.S. economy looks good to us
- 07:17
  
  07:17 | 10:56 AM ET Thu, 18 April 2019
  
  Pinterest's success is in user engagement, says former Pinterest strategy head Kamran Ansari
- 16:32
  
  16:32 | 10:15 AM ET Thu, 18 April 2019
  
  Watch Attorney General Bill Barr's complete statement on the Mueller report
- 06:07
  
  06:07 | 8:44 AM ET Thu, 18 April 2019
  
  Here's how the Mueller report might impact markets
- 03:29
  
  03:29 | 8:48 AM ET Thu, 18 April 2019
  
  Jobless claims decline for fifth straight week
- 04:14
  
  04:14 | 7:13 AM ET Thu, 18 April 2019
  
  Blackstone CEO Steve Schwarzman discusses the firm's shift to a corporate structure
- 00:45
  
  00:45 | 6:22 AM ET Thu, 18 April 2019
  
  Markets point to a lower open following sharp losses in the health sector
- 09:52
  
  09:52 | 6:35 PM ET Wed, 17 April 2019
  
  Cramer: Look to CSX earnings for your next stock play
- 05:44
  
  05:44 | 3:51 PM ET Wed, 17 April 2019
  
  Watch CNBC's full interview with gold medalist Michael Phelps
- 01:39
  
  01:39 | 3:44 PM ET Wed, 17 April 2019
  
  Pepsi reports its best sales growth in three years
- 01:33
  
  01:33 | 2:37 PM ET Wed, 17 April 2019
  
  Facebook working on voice assistant technology that may rival Alexa, Siri: Sources
- 09:55
  
  09:55 | 2:23 PM ET Wed, 17 April 2019
  
  Pinterest's IPO, IBM melts down & Godiva's chocolate cafes, all in today's Rapid Fire
- 05:37
  
  05:37 | 12:49 PM ET Wed, 17 April 2019
  
  Will sector surge carry stocks to new highs?
- 06:31
  
  06:31 | 12:05 PM ET Wed, 17 April 2019
  
  Hippeau: There isn't much correlation in success of 2019 IPOs so far
- 08:49
  
  08:49 | 11:06 AM ET Wed, 17 April 2019
  
  Disney won't really affect Netflix, says former NBC exec
- 04:52
  
  04:52 | 10:56 AM ET Wed, 17 April 2019
  
  PepsiCo CFO: We feel great about top line performance
- 03:15
  
  03:15 | 10:42 AM ET Wed, 17 April 2019
  
  Land Rover CEO Joe Eberhardt on electric vehicles, customer satisfaction and more
- 05:23
  
  05:23 | 10:36 AM ET Wed, 17 April 2019
  
  Netflix will continue to shift toward original content, says analyst
›
Must Watch Videos
‹
- 01:55
  
  01:55 | 3:06 PM ET Thu, 18 April 2019
  
  Wealth manager: Buying a home is usually a terrible investment
- 01:17
  
  01:17 | 12:47 PM ET Thu, 18 April 2019
  
  Deepak Chopra: Social and emotional intelligence 2 things most associated with a long and happy life
- 02:34
  
  02:34 | 10:42 AM ET Thu, 18 April 2019
  
  Business icon Jack Welch: This is the secret to a successful career
- 01:28
  
  01:28 | 12:07 PM ET Wed, 17 April 2019
  
  Cardi B has 'mad money' now but made these business mistakes early on
- 22:18
  
  22:18 | 9:00 AM ET Fri, 19 April 2019
  
  The banana business of Chiquita, Fresh Del Monte, and Dole is at risk due to a deadly fungus
- 00:54
  
  00:54 | 3:55 PM ET Wed, 17 April 2019
  
  Jaguar I-Pace electric SUV sweeps awards at New York auto show
- 01:09
  
  01:09 | 4:36 PM ET Tue, 16 April 2019
  
  Grocery expert: Here's the 'secret to saving money' on food
- 01:07
  
  01:07 | 6:35 PM ET Tue, 16 April 2019
  
  Mercedes' latest models made for millennials
- 01:08
  
  01:08 | 3:30 PM ET Mon, 15 April 2019
  
  Notre Dame cathedral engulfed in flames
- 01:02
  
  01:02 | 9:24 AM ET Mon, 15 April 2019
  
  Inside PayPal co-founder's $7.25 million San Francisco home for sale
- 01:02
  
  01:02 | 1:41 PM ET Fri, 12 April 2019
  
  Singapore's new $1.3 billion Jewel Changi Airport has tallest indoor waterfall
- 01:37
  
  01:37 | 9:39 AM ET Fri, 12 April 2019
  
  Suze Orman: This is the right time to buy a home
- 08:07
  
  08:07 | 4:44 PM ET Thu, 11 April 2019
  
  How Sweden deals with high taxes without costing growth
- 04:35
  
  04:35 | 11:17 AM ET Thu, 11 April 2019
  
  This 28-year-old lives on $90,000 a year in South Florida
- 01:20
  
  01:20 | 4:42 PM ET Wed, 10 April 2019
  
  This $6.7 million mansion in Los Cabos is up for auction – take a look inside
- 01:29
  
  01:29 | 6:09 PM ET Wed, 10 April 2019
  
  VP Mike Pence on his verbal spat with Democrat Pete Buttigieg
- 02:01
  
  02:01 | 9:37 AM ET Tue, 9 April 2019
  
  Here's why you should do a 30-day 'digital declutter'
- 01:19
  
  01:19 | 2:06 PM ET Tue, 9 April 2019
  
  Bank of America is raising its minimum wage to $20 an hour
- 01:24
  
  01:24 | 6:09 PM ET Mon, 8 April 2019
  
  Ray Dalio says capitalism is denying 'the American dream'
- 01:04
  
  01:04 | 6:05 PM ET Mon, 8 April 2019
  
  This airport will cost $12 billion to make — take a look inside
- 02:59
  
  02:59 | 9:59 AM ET Sat, 6 April 2019
  
  Here's how Microsoft's augmented reality headset will make Army soldiers deadlier
- 07:03
  
  07:03 | 5:55 AM ET Fri, 5 April 2019
  
  The stock market vs the economy explained
- 01:08
  
  01:08 | 5:31 PM ET Fri, 5 April 2019
  
  Take a look inside Jessica Alba's $6.2 million Beverly Hills estate that's for sale
- 01:23
  
  01:23 | 1:17 PM ET Fri, 5 April 2019
  
  Japan's space agency blasts crater in asteroid to study the solar system's origins
- 02:06
  
  02:06 | 2:29 PM ET Fri, 5 April 2019
  
  Your FICO score: The three-digit number explained
- 01:56
  
  01:56 | 2:26 PM ET Thu, 4 April 2019
  
  The Points Guy: This is the best no-annual-fee credit card
- 03:25
  
  03:25 | 4:37 PM ET Thu, 4 April 2019
  
  Mueller report: Why Trump's legal woes appear far from over
- 01:13
  
  01:13 | 1:54 PM ET Wed, 3 April 2019
  
  Truckers face up to 12 hours of gridlock at the US-Mexico border
- 01:06
  
  01:06 | 5:01 PM ET Wed, 3 April 2019
  
  Verizon rolls out its 5G service in parts of Minneapolis and Chicago
- 01:38
  
  01:38 | 2:08 PM ET Wed, 3 April 2019
  
  NASA says India's missile tests threatened the International Space Station
›
CEO Interviews
‹
- 11:12
  
  11:12 | 12:09 PM ET Thu, 18 April 2019
  
  Watch CNBC's full interview with Pinterest CEO Ben Silbermann following the company's IPO
- 20:22
  
  20:22 | 9:53 AM ET Wed, 17 April 2019
  
  Watch CNBC's full interview with Qualcomm CEO Steve Mollenkopf
- 03:15
  
  03:15 | 10:42 AM ET Wed, 17 April 2019
  
  Land Rover CEO Joe Eberhardt on electric vehicles, customer satisfaction and more
- 17:19
  
  17:19 | 8:07 AM ET Tue, 16 April 2019
  
  Watch CNBC's full interview with BlackRock CEO Larry Fink
- 09:25
  
  09:25 | 3:37 PM ET Thu, 4 April 2019
  
  Watch CNBC's full interview with Walmart CEO Doug McMillon
- 12:44 PM ET Wed, 3 April 2019
  
  Watch CNBC's full interview with Verizon CEO Hans Vestberg
- 10:15
  
  10:15 | 12:55 PM ET Tue, 2 April 2019
  
  Watch CNBC's full interview with Bank of America CEO Brian Moynihan
- 07:18
  
  07:18 | 10:33 AM ET Fri, 15 March 2019
  
  Meet the man behind Hudson Yards New York
- 06:09
  
  06:09 | 8:30 AM ET Fri, 15 March 2019
  
  Ulta Beauty CEO Mary Dillon talks earnings, Kylie Cosmetics and more
- 06:46
  
  06:46 | 9:45 AM ET Fri, 15 March 2019
  
  Watch CNBC's full interview with Wells Fargo CEO Tim Sloan at Hudson Yards
- 09:33
  
  09:33 | 2:07 PM ET Thu, 14 March 2019
  
  Watch CNBC's full interview with Bank of America CEO Brian Moynihan
- 57:57
  
  57:57 | 1:48 PM ET Fri, 8 March 2019
  
  SoftBank's Masa Son: We've already invested $70B in Vision Fund
- 06:36
  
  06:36 | 9:19 AM ET Fri, 8 March 2019
  
  Etsy Josh Silverman weighs in on earnings, outlook
- 04:20
  
  04:20 | 10:00 AM ET Thu, 7 March 2019
  
  Exxon Mobil CEO on why support for the Green New Deal might waver
- 06:16
  
  06:16 | 11:20 AM ET Thu, 7 March 2019
  
  Canopy Growth Co-CEO on his partnership with Martha Stewart
- 07:09
  
  07:09 | 8:53 AM ET Thu, 28 Feb 2019
  
  Barrick Gold CEO makes the case for Newmont acquisition
- 04:11
  
  04:11 | 10:18 AM ET Fri, 15 Feb 2019
  
  Canopy Growth co-CEO on Q3 earnings and the future for the cannabis industry
- 04:10
  
  04:10 | 1:55 PM ET Thu, 14 Feb 2019
  
  We're seeing healthy economy across all sectors: Ryder CEO
- 03:35
  
  03:35 | 11:59 AM ET Thu, 14 Feb 2019
  
  Survey Monkey CEO: We're a disruptive company with room to grow
- 07:05
  
  07:05 | 11:16 AM ET Thu, 14 Feb 2019
  
  Six Flags CEO: Share price doesn't align with our record performance
- 09:02
  
  09:02 | 10:17 AM ET Thu, 14 Feb 2019
  
  Here are the 'headwinds' Coca-Cola CEO James Quincey sees for the company
- 08:56
  
  08:56 | 8:49 AM ET Thu, 14 Feb 2019
  
  Cisco CEO Chuck Robbins on Q2 results, 5G, China trade and much more
- 04:25
  
  04:25 | 10:27 AM ET Wed, 13 Feb 2019
  
  BMW increasing production at South Carolina plant, says North American CEO
- 04:49
  
  04:49 | 11:52 AM ET Tue, 12 Feb 2019
  
  Watch CNBC's Interview with AT&T Communications CEO John Donovan
- 08:27
  
  08:27 | 11:44 AM ET Tue, 12 Feb 2019
  
  Watch CNBC's full interview with IBM Chairman and CEO Ginni Rometty
- 04:52
  
  04:52 | 11:10 AM ET Tue, 12 Feb 2019
  
  Textbooks at college bookstores are dead, says Chegg CEO
- 05:51
  
  05:51 | 10:26 AM ET Mon, 11 Feb 2019
  
  Spirit Airlines CEO Ted Christie on the effects of the shutdown, the consumer and more
- 04:22
  
  04:22 | 11:55 AM ET Fri, 8 Feb 2019
  
  Markets want constantly improving margins, says Zendesk CEO
- 07:12
  
  07:12 | 10:27 AM ET Fri, 8 Feb 2019
  
  The travel industry is extremely resilient, says Expedia CEO
- 10:59
  
  10:59 | 8:58 AM ET Fri, 8 Feb 2019
  
  Watch CNBC's full interview with AT&T Chairman and CEO Randall Stephenson
›

It's time for your risk checkup

You May Like

Latest Videos

Top Videos

Must Watch Videos

CEO Interviews

News Tips

CNBC Newsletters