Investments
Investment Profiler
Take a quick assessment to find out what combination of investments best suits your financial goals
1. I plan to begin withdrawing money from my investments in:
2. Once I begin withdrawing funds from my investments, I plan to use all of the funds in:
3. I would describe my knowledge of investments as:
4. When I invest my money, I am:
5. Select the investments you currently or have recently owned:
6. Consider this scenario:
Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?
7. Review the chart below.
We’ve outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?
Plan | Average annual return | Best Case | Worst Case | |
---|---|---|---|---|
7.2% | 16.3% | -5.6% | ||
9.0% | 25.0% | -12.1% | ||
10.4% | 33.6% | -18.2% | ||
11.7% | 42.8% | -24.0% | ||
12.5% | 50.0% | -28.2% |
Asset | Allocation | URL |
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