Asset Allocation Planner
This calculator is designed to help you determine your personal investing
style and to assist you in deciding where to invest your retirement plan
dollars.
Determining how to invest your retirement savings is dependent on several
factors. Two key factors in the process are your tolerance for risk and your
time horizon. Increased risk brings greater return, but also increased
volatility and market fluctuations. One key to successful investing is
balancing the risk you are willing to take with your time horizon. This tool
can help you determine investment mixes appropriate for your risk tolerance and
time horizon.
For each question, click on the answer that best reflects your opinion. When
you are done, click on the "Calculate" button below to identify your personal investment style.
The calculators provide hypothetical examples and are not intended to represent past or future performance
of a specific investment which cannot be predicted or guaranteed, or to provide specific advice to any
individual. Rates of return will vary over time.
Those investments offering a higher rate of return also involve a higher degree of risk.