Financial Resources

What kind of investor are you?

DATE | 05/15/23
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Knowing will help you determine your tolerance for risk.

Before investing, it’s important to know what kind of investor you are so you can select a mix of investments consistent with your financial situation and your risk tolerance. Assessing your risk tolerance is a key factor in determining what kind of investor you are.

Risk can be defined as the possibility of losing all or part of your investment. The potential for higher returns goes hand-in-hand with higher risk. Conversely, low-risk investments are associated with lower returns.

Find out what kind of investor you are with our 403(b)/IRA Investor Suitability Profile Questionnaire. Answer a series of questions to help determine your risk tolerance and appropriate investments for you.

Visit our free financial calculators page for this and many other helpful financial calculators.