<span data-metadata=""><span data-buffer="">Investment Risk Tolerance Quiz

<span data-metadata=""><span data-buffer=""> Find out your risk tolerance in less than five minutes.

<span data-metadata=""><span data-buffer="">Assessing your risk preference is essential for determining the best San Diego investment plan for you.

<span data-metadata=""><span data-buffer="">Why Does Risk Tolerance Matter?

<span data-metadata=""><span data-buffer="">The foundation of your personal investment strategy is your comfort with risk. The two most significant factors at play are the amount of time you’re comfortable having money tied up, and how much you can stand to lose.

From conservative to aggressive, risk tolerance speaks to how much uncertainty you’re comfortable taking. No matter your risk preference, we’ll calculate probability and build a plan to help you achieve your goals, comfortably.

High Risk

Low Risk

Aggressive<span data-metadata="">

Moderate

Conservative

Potential to lose money

<span data-metadata=""><span data-buffer="">Some loss tolerance

Must make a return

Risk Tolerance Questionnaire Spectrum

<span data-metadata=""><span data-buffer="">Risk Tolerance Can Change Over Time

<span data-metadata=""><span data-buffer="">Your risk tolerance isn’t a static fact. Selecting investments to match your current tolerance is essential to any good wealth plan. Once retired, for example, your focus may shift from saving for retirement to generating income from those funds.

<span data-metadata=""><span data-buffer="">Explore Related Resources

<span data-metadata=""><span data-buffer="">Ready to Discuss Your Financial Plan?

<span data-metadata=""><span data-buffer="">We believe in helping people feel confident and secure in their financial situations. Schedule a free consultation with one of our advisors today.

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