How much investment risk feels right to you?
Market risk can feel different when retirement gets closer. This short questionnaire can help identify the level of investment risk you are personally comfortable accepting.
Your Risk Number® reflects your personal risk tolerance. It does not analyze the investments you currently own, determine whether your portfolio matches that risk level, or make an investment recommendation.
Your Risk Number® is one part of the picture.
The next question is whether the investments you own match your comfort with risk and the job your money needs to perform. A retirement plan can require growth, accessible reserves, income, tax coordination, and a clear plan for difficult markets—not one risk number applied to every dollar.
Bring your Risk Number to a conversation and we can look at it together.