It is highly recommended that you review the videos of the investment tools at least on your entry into the program. After that, you will be able to refer back to them at anytime by clicking the “video” button at the bottom of the page.
|
Taxable Savings Plan
Taxable Savings Plans are personal savings plans that are not tax exempt or tax deferred.
What is your tolerance for investment risk?
Of course, you would like to receive the highest possible return on your
investments. However, there is always a trade-off between expected return and
risk. Aiming for high investment returns generally means accepting a higher
level of investment risk. Risk tolerance is your ability or willingness to
endure declines in the value of your investments while you wait for them to
return a profit. Some investors find it easy to ignore market fluctuations and
to focus on their long-term investing goals. Others become anxious when their
portfolio declines in value by even a small percentage.
Your financial goals, current financial situation, investment experiences and attitudes all contribute to your investment profile. We have created the following FREE Risk Profile Questionnaire to help you determine your attitude toward risk. We'll ask you 9 multiple choice questions designed to gauge your ability to tolerate investment risks and your financial capability to take such risks. Then we will give you your score and indicate your tolerance for risk.
After completing the Questionnaire we urge you to complete the Retirement Planner to fine tune your investment strategy.
NetInvestmentAdvisor.com will assist you in maximizing the risk adjusted return while you strive for these various investment strategies.
401k •
403b •
Taxable Savings •
Individual Retirement Account (IRA)
Variable Life Insurance / Variable Annuities •
Thrift Savings Plan
