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:
- 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
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?
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 »
To read more, please become an AAII member or CLICK HERE.