What is your time horizon? That depends! When do you believe you will begin withdrawing money from your account and at what rate? If that date is many years away, you may be best suited for a portfolio that carries a greater potential for appreciation and a higher level of risk. If that date is in the next 3 to 5 years, then a conservative portfolio with less exposure to market volatility may be a better fit.
After figuring out your time horizon, we look to discover your risk tolerance. How do you feel about risk? Some investments fluctuate more dramatically in value than others, but those may have the potential for higher returns. It’s important that we select investments that fit within your level of tolerance for the risk.
Interested in learning more about your time horizon and risk tolerance? Answer the few quick questions below and we’ll help you to identify the investor profile that is closest to your own.
With your investor profile in mind, we will help you identify the investment strategy that may be most appropriate for you.
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