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

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 »