A good understanding of your goals, priorities and
personality will help you develop a successful and comfortable
investment style. How much of a risk-taker are you? A financial
planner can help you understand your risk tolerance and direct you
to appropriate investment choices.
Financial planners commonly use five categories to
classify risk tolerance:
Conservative income-oriented investors seek to preserve
principal. Asset growth is secondary.
Moderate income-oriented investors seek to generate and
maintain steady income at the expense of little, if any, asset growth.
Conservative growth-oriented investors seek to increase
portfolio value while also producing a moderate amount of income.
Moderate growth-oriented investors seek to grow assets
and income while tolerating moderate fluctuations in value.
Aggressive growth-oriented investors seek to maximize
returns while tolerating a high fluctuation in asset value.
Also, are you a short-term or long-term investor? Your
response, along with the assistance of a financial advisor, will
help determine which investment vehicles best fit your style.
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