Investment Questionnaire - Cash, Fixed Income and Equities
Investment Questionnaire - Cash, Fixed Income and EquitiesMany 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.
Redwood Credit Union