Worried That Your Investment Strategy Might Be All Wrong?
- Too conservative, and you reduce the chances of your portfolio growing as you hoped.
- Too aggressive, and you risk losing more than expected in the next downturn.
Get clarity on what your portfolio should look like at this stage of your life by generating a simple report with your personalized Risk Tolerance Score and a recommended investment mix tailored to that score.
WHAT IS RISK TOLERANCE?
Your risk tolerance refers to how comfortable you are with fluctuations in the market and how they may impact your long term investment goals.
Understanding your risk tolerance can help guide how your portfolio should be diversified to pursue your long-term retirement goals.
Risk tolerance is often associated with age.
In general, younger investors with a longer time horizon are often able to take on more risk than older investors with a shorter investment timeline.
However, age is not the only determining factor.
Depending on a young investor’s financial situation—such as income, debt, and goals—it may not be wise to adopt an aggressive approach. Conversely, investors nearing retirement, who might typically lean toward conservative strategies, could still afford to take on more risk if their overall financial circumstances support it.
Source: https://www.investopedia.com/terms/r/risktolerance.asp
GET CLARITY ON THE RIGHT BOND vs EQUITY MIX FOR YOU
Answer a few questions and obtain a PDF with your Risk Tolerance Score within 24 hours.
The report includes a recommended bond vs equity investment mix that fits your score. Share it with your financial professional and use it as a guide to align your investment account(s) with your Risk Tolerance.
