Your result
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A sample allocation for this profile
| Asset class | Illustrative weight |
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What a bad year could look like
What we would talk about next
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Why this matters
Tolerance is not the same as capacity
Risk tolerance is how you feel when the market falls. Risk capacity is how much of a fall your plan can survive without changing your life.
They are often different, and the smaller of the two should usually win. Someone who is emotionally comfortable with a 40% drop but retires in three years does not have the capacity for one.
Answer honestly
Not how you think you should feel — how you actually behaved the last time markets fell hard. That is the only useful data.
Your answers stay in your browser. Nothing is sent to us unless you choose to email yourself the result.
All investing involves risk, including the possible loss of principal. Sample allocations shown here are illustrative only, are not a recommendation to buy or sell any security, and do not reflect fees, taxes, or your individual circumstances. Diversification and asset allocation do not assure a profit or protect against loss. Past performance is not a guarantee of future results.
Now let’s put it in context
A profile is one input. Your timeline, taxes, income needs, and family situation are the rest. Bring your result to a complimentary visit and we will build the whole picture.