FDIC-Insured – Backed by the full faith and credit of the U.S. Government

Investment Questionnaire – Cash, Fixed Income and EquitiesBenjamin Blue2023-04-24T01:38:56+00:00

Investment Questionnaire – Cash, Fixed Income and Equities

Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of cash equivalent, fixed income and equities that corresponds to your risk tolerance and investment experience. These sample mixes are only examples and are not specific recommendations.

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.