Know Thyself: How Your Needs Will Steer Your Decisions

Step 1: What Do I Need to Consider Before Investing?

Know Thyself: How Your Needs Will Steer Your Decisions Splash image

There are four basic aspects that compose your personal investment profile:

Classroom Steps


  • Your personal tolerance for risk
  • Your return needs and whether you need to emphasize current income or future growth
  • Your time horizon
  • Your tax exposure

Each aspect of your personal investment profile will affect the trade-offs you are willing to make and your ability to reduce risk.

 

Continue to Step 2 »

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