The following seven questions are designed to help you find an investment strategy that is right for you. They highlight four key areas used to recommend an appropriate investment portfolio based on your investor profile.
- Goals – the amount of investment growth you need to make your dream a reality.
- Risk tolerance – the amount of risk you will accept in order to achieve your desired returns.
- Time horizon – the amount of time until you withdraw assets from your retirement account.
- Comfort level – your overall knowledge and experience with regard to investing.
Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. This information is intended to be educational and is not tailored to the investment needs of any specific investor. Diversification and asset allocation do not ensure a profit or guarantee against loss.