Know Thyself: How Your Needs Will Steer Your Decisions
Step 1: What Do I Need to Consider Before Investing?
There are four basic aspects that compose your personal investment profile:
What Do I Need to Consider Before Investing?
How Do I Know How Much Risk I Can Handle?
How Do I Decide the Rate of Return I'm Shooting For?
Am I a Long-Term or Short-Term Investor?
How Do Taxes Impact My Investment Decisions?
Do My Investment Needs Change as I Get Older?
- 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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