- Introduction
- Fund Your Retirement Plans First
- Liquidity Needs
- Deposit Insurance
- Money Market Funds*
- Savings Bonds
- Emergency Funds
- Goals and Time Horizon
- Defining Risk
- What's Your Risk Profile?
- Why Take Any Risk?
- Asset Allocation
- Dollar-Cost Averaging
- Portfolio Management
- Buying Investments
- Putting It All Together
Taking the measure of your risk profile is generally designed to show you how heavily you should be invested in the stock market. It is an indicator of your ability to accept a higher rate of return in exchange for risking principal.
Find your risk tolerance by choosing the statement that best fits your attitude.
|
Risk Tolerance |
Attitude |
|
Conservative |
Safety of principal and minimizing risk are your most important concerns. |
|
Conservative to Moderate |
Safety of principal is a major concern. Some risks can be tolerated to boost returns and keep pace with inflation. |
|
Moderate |
Capital appreciation and safety of principal are equally important. Moderate risk can be tolerated to boost returns. |
|
Moderate to Aggressive |
Capital appreciation is your main concern. Moderating risk remains as a secondary goal. |
|
Aggressive |
Capital appreciation is your most important concern. A high level of risk can be tolerated to obtain an exceptional return. |
Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Osaic and The Milford Bank are not affiliated.
| NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK |
| NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY GO DOWN IN VALUE | |
